BIA
CADE

Bell Investment Advisors’s Cadence Bank CADE Stock Holding History

Bell Investment 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
-51
Closed -$2.19K – 1866
2025
Q4 		$2.19K Hold
51
– – ﹤0.01% 1320
2025
Q3 		$1.92K Hold
51
– – ﹤0.01% 1349
2025
Q2 		$1.63K Hold
51
– – ﹤0.01% 1427
2025
Q1 		$1.55K Hold
51
– – ﹤0.01% 1401
2024
Q4 		$1.76K Hold
51
– – ﹤0.01% 1387
2024
Q3 		$1.63K Hold
51
– – ﹤0.01% 1428
2024
Q2 		$1.44K Hold
51
– – ﹤0.01% 1484
2024
Q1 		$1.48K Hold
51
– – ﹤0.01% 1468
2023
Q4 		$1.51K Hold
51
– – ﹤0.01% 1445
2023
Q3 		$1.08K Sell
51
-24
-32% -$542 ﹤0.01% 1541
2023
Q2 		$1.47K Hold
75
– – ﹤0.01% 1442
2023
Q1 		$1.56K Buy
75
+24
+47% +$597 ﹤0.01% 1386
2022
Q4 		$1.26K Sell
51
-19
-27% -$510 ﹤0.01% 1486
2022
Q3 		$2K Sell
70
-1
-1% -$26 ﹤0.01% 1057
2022
Q2 		$2K Buy
+71
New +$1.83K ﹤0.01% 1108
2021
Q4 		$6K Buy
+216
New +$6.52K ﹤0.01% 657

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bell Investment Advisors's CADE Position: Q1 2026 in Review

Bell Investment Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 51 shares — an estimated $2.19K sold.

Bell Investment Advisors first reported a position in CADE in Q4 2021 and held it in 16 quarters. The position peaked at $6K in Q4 2021. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Bell Investment Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 51 Cadence Bank shares in Q1 2026, an estimated $2.19K.
  • Bell Investment Advisors first reported a position in Cadence Bank in Q4 2021 and held it in 16 quarters.
  • Bell Investment Advisors's Cadence Bank position peaked at $6K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.