Capstone Wealth Management (Alabama)’s Cadence Bank CADE Stock Holding History

Capstone Wealth Management (Alabama)’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	-19,410	Closed	-$832K	–	51
2025 Q4	$832K	Hold	19,410	–	–	0.61%	25
2025 Q3	$729K	Hold	19,410	–	–	0.56%	24
2025 Q2	$621K	Hold	19,410	–	–	0.54%	23
2025 Q1	$589K	Hold	19,410	–	–	0.59%	21
2024 Q4	$669K	Buy	+19,410	New	+$683K	0.65%	20

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

Capstone Wealth Management (Alabama)'s CADE Position: Q1 2026 in Review

Capstone Wealth Management (Alabama) sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 19,410 shares — an estimated $832K sold.

Capstone Wealth Management (Alabama) first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $832K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Capstone Wealth Management (Alabama) reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Capstone Wealth Management (Alabama) sold 19,410 Cadence Bank shares in Q1 2026, an estimated $832K.
Capstone Wealth Management (Alabama) first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
Capstone Wealth Management (Alabama)'s Cadence Bank position peaked at $832K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q1 2026, filed 16 Apr 2026.