Bartlett & Co Wealth Management’s Cadence Bank CADE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CADE Stock Details CADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,000	Closed	-$216K	–	1291
2025 Q4	$216K	Hold	5,000	–	–	﹤0.01%	444
2025 Q3	$189K	Hold	5,000	–	–	﹤0.01%	458
2025 Q2	$161K	Hold	5,000	–	–	﹤0.01%	469
2025 Q1	$153K	Hold	5,000	–	–	﹤0.01%	478
2024 Q4	$174K	Hold	5,000	–	–	﹤0.01%	463
2024 Q3	$161K	Hold	5,000	–	–	﹤0.01%	476
2024 Q2	$143K	Hold	5,000	–	–	﹤0.01%	485
2024 Q1	$146K	Hold	5,000	–	–	﹤0.01%	499
2023 Q4	$152K	Hold	5,000	–	–	﹤0.01%	510
2023 Q3	$107K	Hold	5,000	–	–	﹤0.01%	529
2023 Q2	$99.4K	Hold	5,000	–	–	﹤0.01%	545
2023 Q1	$105K	Buy	+5,000	New	+$124K	﹤0.01%	460

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bartlett & Co Wealth Management's CADE Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,000 shares — an estimated $216K sold.

Bartlett & Co Wealth Management first reported a position in CADE in Q1 2023 and held it in 12 quarters. The position peaked at $216K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 5,000 Cadence Bank shares in Q1 2026, an estimated $216K.
Bartlett & Co Wealth Management first reported a position in Cadence Bank in Q1 2023 and held it in 12 quarters.
Bartlett & Co Wealth Management's Cadence Bank position peaked at $216K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.