Castleview Partners’s Cadence Bank CADE Stock Holding History

Castleview Partners’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 Q1	–	Sell	-763	Closed	-$25.7K	–	233
2024 Q4	$25.7K	Hold	763	–	–	0.01%	434
2024 Q3	$24.3K	Hold	763	–	–	0.01%	418
2024 Q2	$21.6K	Hold	763	–	–	0.01%	432
2024 Q1	$22.1K	Hold	763	–	–	0.01%	452
2023 Q4	$22.6K	Hold	763	–	–	0.02%	418
2023 Q3	$16.2K	Hold	763	–	–	0.02%	381
2023 Q2	$15K	Hold	763	–	–	0.01%	388
2023 Q1	$15.8K	Hold	763	–	–	0.01%	369
2022 Q4	$18.8K	Hold	763	–	–	0.02%	302
2022 Q3	$19K	Buy	763 +463	+154%	+$11.9K	0.02%	322
2022 Q2	$1.31K	Sell	300 -463	-61%	-$11.9K	﹤0.01%	663
2022 Q1	$22K	Buy	+763	New	+$23.8K	0.01%	419
2021 Q2	$22K	Buy	+763	New	+$23.1K	0.01%	539

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Castleview Partners's CADE Position: Q1 2025 in Review

Castleview Partners sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 763 shares — an estimated $25.7K sold.

Castleview Partners first reported a position in CADE in Q2 2021 and held it in 13 quarters. The position peaked at $25.7K in Q4 2024. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

Castleview Partners reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 763 Cadence Bank shares in Q1 2025, an estimated $25.7K.
Castleview Partners first reported a position in Cadence Bank in Q2 2021 and held it in 13 quarters.
Castleview Partners's Cadence Bank position peaked at $25.7K in Q4 2024.
352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.