Beacon Pointe Advisors’s Cadence Bank CADE Stock Holding History

Beacon Pointe 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	-16,010	Closed	-$686K	–	1844
2025 Q4	$686K	Sell	16,010 -335	-2%	-$13.3K	﹤0.01%	956
2025 Q3	$614K	Sell	16,345 -6,500	-28%	-$234K	0.01%	942
2025 Q2	$731K	Hold	22,845	–	–	0.01%	771
2025 Q1	$694K	Hold	22,845	–	–	0.01%	741
2024 Q4	$787K	Buy	22,845 +16,545	+263%	+$582K	0.01%	704
2024 Q3	$201K	Buy	+6,300	New	+$195K	﹤0.01%	1158
2024 Q2	–	Sell	-45,709	Closed	-$1.33M	–	1288
2024 Q1	$1.33M	Hold	45,709	–	–	0.01%	599
2023 Q4	$1.35M	Sell	45,709 -2,000	-4%	-$48.8K	0.02%	583
2023 Q3	$1.01M	Buy	47,709 +2,200	+5%	+$49.6K	0.01%	621
2023 Q2	$894K	Buy	+45,509	New	+$898K	0.01%	554

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 Pointe Advisors's CADE Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 16,010 shares — an estimated $686K sold.

Beacon Pointe Advisors first reported a position in CADE in Q2 2023 and held it in 10 quarters. The position peaked at $1.35M in Q4 2023. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Beacon Pointe Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 16,010 Cadence Bank shares in Q1 2026, an estimated $686K.
Beacon Pointe Advisors first reported a position in Cadence Bank in Q2 2023 and held it in 10 quarters.
Beacon Pointe Advisors's Cadence Bank position peaked at $1.35M in Q4 2023.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.