Breakwater Investment Management’s Cadence Bank CADE Stock Holding History

Breakwater Investment Management’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	-14	Closed	-$600	–	519
2025 Q4	$600	Hold	14	–	–	﹤0.01%	353
2025 Q3	$526	Buy	+14	New	+$505	﹤0.01%	404

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

Breakwater Investment Management's CADE Position: Q1 2026 in Review

Breakwater Investment Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 14 shares — an estimated $600 sold.

Breakwater Investment Management first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $600 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Breakwater Investment Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Breakwater Investment Management sold 14 Cadence Bank shares in Q1 2026, an estimated $600.
Breakwater Investment Management first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Breakwater Investment Management's Cadence Bank position peaked at $600 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.