Bleakley Financial Group’s Cadence Bank CADE Stock Holding History

Bleakley Financial Group’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	-10,374	Closed	-$444K	–	766
2025 Q4	$444K	Buy	+10,374	New	+$411K	0.01%	601
2025 Q3	–	Sell	-16,102	Closed	-$515K	–	593
2025 Q2	$515K	Sell	16,102 -164	-1%	-$4.92K	0.01%	484
2025 Q1	$494K	Sell	16,266 -17	-0.1%	-$563	0.02%	434
2024 Q4	$561K	Buy	+16,283	New	+$573K	0.02%	588

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

Bleakley Financial Group's CADE Position: Q1 2026 in Review

Bleakley Financial Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 10,374 shares — an estimated $444K sold.

Bleakley Financial Group first reported a position in CADE in Q4 2024 and held it in 4 quarters. The position peaked at $561K in Q4 2024. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Bleakley Financial Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Bleakley Financial Group sold 10,374 Cadence Bank shares in Q1 2026, an estimated $444K.
Bleakley Financial Group first reported a position in Cadence Bank in Q4 2024 and held it in 4 quarters.
Bleakley Financial Group's Cadence Bank position peaked at $561K in Q4 2024.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.