Callahan Advisors’s Cadence Bank CADE Stock Holding History

Callahan Advisors’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	-6,540	Closed	-$280K	–	182
2025 Q4	$280K	Hold	6,540	–	–	0.02%	152
2025 Q3	$246K	Hold	6,540	–	–	0.02%	154
2025 Q2	$209K	Buy	+6,540	New	+$196K	0.02%	162
2025 Q1	–	Sell	-6,540	Closed	-$225K	–	164
2024 Q4	$225K	Buy	+6,540	New	+$230K	0.02%	155

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

Callahan Advisors's CADE Position: Q1 2026 in Review

Callahan Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,540 shares — an estimated $280K sold.

Callahan Advisors first reported a position in CADE in Q4 2024 and held it in 4 quarters. The position peaked at $280K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Callahan Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Callahan Advisors sold 6,540 Cadence Bank shares in Q1 2026, an estimated $280K.
Callahan Advisors first reported a position in Cadence Bank in Q4 2024 and held it in 4 quarters.
Callahan Advisors's Cadence Bank position peaked at $280K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.