Bay Harbor Wealth Management’s Cadence Bank CADE Stock Holding History

Bay Harbor 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	-10	Closed	-$431	–	1303
2025 Q4	$431	Hold	10	–	–	﹤0.01%	910
2025 Q3	$378	Buy	10 +4	+67%	+$144	﹤0.01%	824
2025 Q2	$193	Hold	6	–	–	﹤0.01%	926
2025 Q1	$182	Buy	+6	New	+$199	﹤0.01%	704

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

Bay Harbor Wealth Management's CADE Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 10 shares — an estimated $431 sold.

Bay Harbor Wealth Management first reported a position in CADE in Q1 2025 and held it in 4 quarters. The position peaked at $431 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Bay Harbor Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Bay Harbor Wealth Management sold 10 Cadence Bank shares in Q1 2026, an estimated $431.
Bay Harbor Wealth Management first reported a position in Cadence Bank in Q1 2025 and held it in 4 quarters.
Bay Harbor Wealth Management's Cadence Bank position peaked at $431 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.