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Cadence Bank’s US Vegan Climate ETF VEGN Stock Holding History

Cadence Bank’s Portfolio VEGN Stock Details VEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,981
Closed -$415K – 351
2025
Q3 		$415K Sell
6,981
-75
-1% -$4.29K 0.03% 252
2025
Q2 		$395K Hold
7,056
– – 0.03% 253
2025
Q1 		$351K Sell
7,056
-105
-1% -$5.59K 0.03% 259
2024
Q4 		$385K Sell
7,161
-50
-0.7% -$2.68K 0.03% 246
2024
Q3 		$372K Sell
7,211
-783
-10% -$38.6K 0.03% 253
2024
Q2 		$387K Sell
7,994
-240
-3% -$11.1K 0.03% 214
2024
Q1 		$386K Sell
8,234
-171
-2% -$7.69K 0.03% 249
2023
Q4 		$362K Sell
8,405
-293
-3% -$11.7K 0.03% 256
2023
Q3 		$331K Sell
8,698
-157
-2% -$6.16K 0.03% 259
2023
Q2 		$343K Sell
8,855
-254
-3% -$9.07K 0.03% 262
2023
Q1 		$319K Sell
9,109
-274
-3% -$9.28K 0.03% 265
2022
Q4 		$295K Sell
9,383
-380
-4% -$12.1K 0.03% 282
2022
Q3 		$293K Hold
9,763
– – 0.03% 264
2022
Q2 		$313K Hold
9,763
– – 0.05% 158
2022
Q1 		$390K Hold
9,763
– – 0.05% 150
2021
Q4 		$423K Hold
9,763
– – 0.05% 150
2021
Q3 		$384K Hold
9,763
– – 0.05% 152
2021
Q2 		$385K Buy
+9,763
New +$371K 0.06% 148

Other funds holding VEGN

NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cadence Bank's VEGN Position: Q4 2025 in Review

Cadence Bank sold out of US Vegan Climate ETF (VEGN) in Q4 2025, closing a stake of 6,981 shares — an estimated $415K sold.

Cadence Bank first reported a position in VEGN in Q2 2021 and held it in 18 quarters. The position peaked at $423K in Q4 2021. 36 funds tracked by Wall St. Rank hold VEGN as of Q4 2025.

  • Cadence Bank reported no remaining US Vegan Climate ETF position as of Q4 2025 after selling out during the quarter.
  • Cadence Bank sold 6,981 US Vegan Climate ETF shares in Q4 2025, an estimated $415K.
  • Cadence Bank first reported a position in US Vegan Climate ETF in Q2 2021 and held it in 18 quarters.
  • Cadence Bank's US Vegan Climate ETF position peaked at $423K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held US Vegan Climate ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.