BCI
CADE

Brinker Capital Investments’s Cadence Bank CADE Stock Holding History

Brinker Capital Investments’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
-12,076
Closed -$517K – 2036
2025
Q4 		$517K Sell
12,076
-1,778
-13% -$70.4K ﹤0.01% 1583
2025
Q3 		$520K Buy
13,854
+4,194
+43% +$151K ﹤0.01% 1535
2025
Q2 		$309K Sell
9,660
-1,057
-10% -$31.7K ﹤0.01% 1689
2025
Q1 		$325K Sell
10,717
-688
-6% -$22.8K ﹤0.01% 1591
2024
Q4 		$393K Sell
11,405
-2,788
-20% -$98.1K ﹤0.01% 1432
2024
Q3 		$452K Buy
14,193
+3,131
+28% +$97K ﹤0.01% 1371
2024
Q2 		$313K Buy
+11,062
New +$311K ﹤0.01% 1451
2020
Q1 		– Sell
-169
Closed -$5K – 363
2019
Q4 		$5K Buy
+169
New +$5.22K ﹤0.01% 644

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

Brinker Capital Investments's CADE Position: Q1 2026 in Review

Brinker Capital Investments sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 12,076 shares — an estimated $517K sold.

Brinker Capital Investments first reported a position in CADE in Q4 2019 and held it in 8 quarters. The position peaked at $520K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Brinker Capital Investments reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 12,076 Cadence Bank shares in Q1 2026, an estimated $517K.
  • Brinker Capital Investments first reported a position in Cadence Bank in Q4 2019 and held it in 8 quarters.
  • Brinker Capital Investments's Cadence Bank position peaked at $520K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.