BIG
CADE

Brooklyn Investment Group’s Cadence Bank CADE Stock Holding History

Brooklyn Investment 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
2025
Q3 		– Sell
-609
Closed -$19.5K – 978
2025
Q2 		$19.5K Buy
609
+88
+17% +$2.64K ﹤0.01% 1843
2025
Q1 		$15.8K Sell
521
-233
-31% -$7.72K ﹤0.01% 1289
2024
Q4 		$26K Buy
+754
New +$26.5K 0.01% 687

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Brooklyn Investment Group's CADE Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 609 shares — an estimated $19.5K sold.

Brooklyn Investment Group first reported a position in CADE in Q4 2024 and held it in 3 quarters. The position peaked at $26K in Q4 2024. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 609 Cadence Bank shares in Q3 2025, an estimated $19.5K.
  • Brooklyn Investment Group first reported a position in Cadence Bank in Q4 2024 and held it in 3 quarters.
  • Brooklyn Investment Group's Cadence Bank position peaked at $26K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.