Capital Fund Management (CFM)
CADE

Capital Fund Management (CFM)’s Cadence Bank CADE Stock Holding History

Capital Fund Management (CFM)’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
-17,544
Closed -$561K – 2461
2025
Q2 		$561K Buy
+17,544
New +$526K ﹤0.01% 2166
2021
Q1 		– Sell
-11,529
Closed -$316K – 1295
2020
Q4 		$316K Buy
+11,529
New +$291K ﹤0.01% 1201
2014
Q2 		– Sell
-9,400
Closed -$235K – 1680
2014
Q1 		$235K Buy
+9,400
New +$229K ﹤0.01% 1569
2013
Q3 		– Sell
-24,750
Closed -$438K – 1592
2013
Q2 		$438K Buy
+24,750
New +$408K 0.01% 1037

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

Capital Fund Management (CFM)'s CADE Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 17,544 shares — an estimated $561K sold.

Capital Fund Management (CFM) first reported a position in CADE in Q2 2013 and held it in 4 quarters. The position peaked at $561K in Q2 2025. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 17,544 Cadence Bank shares in Q3 2025, an estimated $561K.
  • Capital Fund Management (CFM) first reported a position in Cadence Bank in Q2 2013 and held it in 4 quarters.
  • Capital Fund Management (CFM)'s Cadence Bank position peaked at $561K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.