BWA
CADE

Basecamp Wealth Advisors’s Cadence Bank CADE Stock Holding History

Basecamp Wealth Advisors’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
-820
Closed -$35.1K – 2041
2025
Q4 		$35.1K Buy
+820
New +$32.5K 0.01% 619

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Basecamp Wealth Advisors's CADE Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 820 shares — an estimated $35.1K sold.

Basecamp Wealth Advisors first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $35.1K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 820 Cadence Bank shares in Q1 2026, an estimated $35.1K.
  • Basecamp Wealth Advisors first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Cadence Bank position peaked at $35.1K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.