Bruce G. Allen Investments’s Cadence Bank CADE Stock Holding History

Bruce G. Allen 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	-19	Closed	-$814	–	1091
2025 Q4	$814	Buy	19 +4	+27%	+$158	﹤0.01%	872
2025 Q3	$563	Hold	15	–	–	﹤0.01%	950
2025 Q2	$480	Hold	15	–	–	﹤0.01%	961
2025 Q1	$455	Hold	15	–	–	﹤0.01%	959
2024 Q4	$517	Buy	+15	New	+$528	﹤0.01%	951

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

Bruce G. Allen Investments's CADE Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 19 shares — an estimated $814 sold.

Bruce G. Allen Investments first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $814 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Bruce G. Allen Investments reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Bruce G. Allen Investments sold 19 Cadence Bank shares in Q1 2026, an estimated $814.
Bruce G. Allen Investments first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
Bruce G. Allen Investments's Cadence Bank position peaked at $814 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.