Birnam Oak Advisors’s Cadence Bank CADE Stock Holding History

Birnam Oak 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	-210,338	Closed	-$9.01M	–	39
2025 Q4	$9.01M	Buy	+210,338	New	+$8.33M	2.02%	16

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

Birnam Oak Advisors's CADE Position: Q1 2026 in Review

Birnam Oak Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 210,338 shares — an estimated $9.01M sold.

Birnam Oak Advisors first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $9.01M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Birnam Oak Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Birnam Oak Advisors sold 210,338 Cadence Bank shares in Q1 2026, an estimated $9.01M.
Birnam Oak Advisors first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Birnam Oak Advisors's Cadence Bank position peaked at $9.01M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.