Callan Family Office’s Cadence Bank CADE Stock Holding History

Callan Family Office’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	-5,513	Closed	-$236K	–	1140
2025 Q4	$236K	Buy	+5,513	New	+$218K	0.01%	1000

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

Callan Family Office's CADE Position: Q1 2026 in Review

Callan Family Office sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,513 shares — an estimated $236K sold.

Callan Family Office first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Callan Family Office reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Callan Family Office sold 5,513 Cadence Bank shares in Q1 2026, an estimated $236K.
Callan Family Office first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Callan Family Office's Cadence Bank position peaked at $236K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.