Boston Partners
CADE

Boston Partners’s Cadence Bank CADE Stock Holding History

Boston Partners’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
-845,976
Closed -$36.3M – 784
2025
Q4 		$36.3M Buy
845,976
+149,180
+21% +$5.91M 0.04% 297
2025
Q3 		$26.4M Sell
696,796
-170
-0% -$6.13K 0.03% 344
2025
Q2 		$22.6M Sell
696,966
-12,560
-2% -$376K 0.03% 344
2025
Q1 		$21.3M Sell
709,526
-7,157
-1% -$237K 0.03% 319
2024
Q4 		$24.8M Buy
+716,683
New +$25.2M 0.03% 310
2014
Q1 		– Sell
-1,067,015
Closed -$27.1M – 723
2013
Q4 		$27.1M Buy
1,067,015
+44,360
+4% +$1.01M 0.06% 246
2013
Q3 		$20.4M Sell
1,022,655
-86,540
-8% -$1.7M 0.05% 255
2013
Q2 		$19.6M Buy
+1,109,195
New +$18.3M 0.05% 237

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

Boston Partners's CADE Position: Q1 2026 in Review

Boston Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 845,976 shares — an estimated $36.3M sold.

Boston Partners first reported a position in CADE in Q2 2013 and held it in 8 quarters. The position peaked at $36.3M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Boston Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Boston Partners sold 845,976 Cadence Bank shares in Q1 2026, an estimated $36.3M.
  • Boston Partners first reported a position in Cadence Bank in Q2 2013 and held it in 8 quarters.
  • Boston Partners's Cadence Bank position peaked at $36.3M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.