Beacon Capital Management Inc (Ohio)’s Cadence Bank CADE Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-1	Closed	-$40	–	143
2025 Q4	$40	Hold	1	–	–	﹤0.01%	124
2025 Q3	$35	Hold	1	–	–	﹤0.01%	137
2025 Q2	$30	Buy	+1	New	+$30	﹤0.01%	107

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

Beacon Capital Management Inc (Ohio)'s CADE Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 1 share — an estimated $40 sold.

Beacon Capital Management Inc (Ohio) first reported a position in CADE in Q2 2025 and held it in 3 quarters. The position peaked at $40 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Beacon Capital Management Inc (Ohio) reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 1 Cadence Bank share in Q1 2026, an estimated $40.
Beacon Capital Management Inc (Ohio) first reported a position in Cadence Bank in Q2 2025 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s Cadence Bank position peaked at $40 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.