Carson Wealth (CWM LLC)
CADE

Carson Wealth (CWM LLC)’s Cadence Bank CADE Stock Holding History

Carson Wealth (CWM LLC)’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
-8,224
Closed -$352K – 5696
2025
Q4 		$352K Buy
8,224
+719
+10% +$28.5K ﹤0.01% 2151
2025
Q3 		$282K Buy
7,505
+994
+15% +$35.8K ﹤0.01% 2183
2025
Q2 		$208K Buy
6,511
+712
+12% +$21.3K ﹤0.01% 2140
2025
Q1 		$176K Buy
5,799
+1,928
+50% +$63.9K ﹤0.01% 2010
2024
Q4 		$133K Sell
3,871
-254
-6% -$8.93K ﹤0.01% 2090
2024
Q3 		$131K Buy
4,125
+297
+8% +$9.2K ﹤0.01% 2016
2024
Q2 		$108K Buy
3,828
+157
+4% +$4.42K ﹤0.01% 1921
2024
Q1 		$106K Buy
3,671
+2,307
+169% +$64.1K ﹤0.01% 1847
2023
Q4 		$40K Sell
1,364
-807
-37% -$19.7K ﹤0.01% 2315
2023
Q3 		$46K Buy
2,171
+452
+26% +$10.2K ﹤0.01% 2112
2023
Q2 		$34K Buy
1,719
+278
+19% +$5.49K ﹤0.01% 2266
2023
Q1 		$30K Sell
1,441
-15,405
-91% -$383K ﹤0.01% 2220
2022
Q4 		$415K Buy
16,846
+789
+5% +$21.2K ﹤0.01% 871
2022
Q3 		$408K Sell
16,057
-1,459
-8% -$37.5K ﹤0.01% 813
2022
Q2 		$411K Sell
17,516
-55,993
-76% -$1.44M ﹤0.01% 793
2022
Q1 		$2.15M Sell
73,509
-60,546
-45% -$1.89M 0.02% 402
2021
Q4 		$3.99M Buy
+134,055
New +$4.05M 0.03% 325
2021
Q2 		$398K Hold
14,046
– – ﹤0.01% 717
2021
Q1 		$398K Hold
14,046
– – ﹤0.01% 717
2020
Q4 		$398K Hold
14,046
– – ﹤0.01% 717
2020
Q3 		$398K Hold
14,046
– – ﹤0.01% 717
2020
Q2 		$398K Hold
14,046
– – ﹤0.01% 717
2020
Q1 		$398K Hold
14,046
– – ﹤0.01% 717
2019
Q4 		$398K Hold
14,046
– – ﹤0.01% 717
2019
Q3 		$398K Hold
14,046
– – ﹤0.01% 717
2019
Q2 		$398K Hold
14,046
– – ﹤0.01% 717
2019
Q1 		$398K Buy
14,046
+12,460
+786% +$370K ﹤0.01% 717
2018
Q4 		$41K Hold
1,586
– – ﹤0.01% 919
2018
Q3 		$52K Hold
1,586
– – ﹤0.01% 741
2018
Q2 		$52K Buy
+1,586
New +$53.1K ﹤0.01% 624
2018
Q1 		– Sell
-310
Closed -$10K – 1419
2017
Q4 		$10K Hold
310
– – ﹤0.01% 881
2017
Q3 		$10K Hold
310
– – ﹤0.01% 881
2017
Q2 		$9K Hold
310
– – ﹤0.01% 788
2017
Q1 		$9K Hold
310
– – ﹤0.01% 770
2016
Q4 		$10K Sell
310
-10
-3% -$268 ﹤0.01% 724
2016
Q3 		$7K Buy
+320
New +$7.61K ﹤0.01% 764

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CADE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 8,224 shares — an estimated $352K sold.

Carson Wealth (CWM LLC) first reported a position in CADE in Q3 2016 and held it in 36 quarters. The position peaked at $3.99M in Q4 2021. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8,224 Cadence Bank shares in Q1 2026, an estimated $352K.
  • Carson Wealth (CWM LLC) first reported a position in Cadence Bank in Q3 2016 and held it in 36 quarters.
  • Carson Wealth (CWM LLC)'s Cadence Bank position peaked at $3.99M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.