Cerity Partners’s Cadence Bank CADE Stock Holding History

Cerity 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
2026 Q1	–	Sell	-36,880	Closed	-$1.58M	–	3268
2025 Q4	$1.58M	Sell	36,880 -4,038	-10%	-$160K	﹤0.01%	1476
2025 Q3	$1.54M	Sell	40,918 -8,695	-18%	-$313K	﹤0.01%	1407
2025 Q2	$1.59M	Sell	49,613 -15,688	-24%	-$470K	﹤0.01%	1323
2025 Q1	$1.98M	Sell	65,301 -2,091	-3%	-$69.3K	﹤0.01%	1134
2024 Q4	$2.17M	Buy	67,392 +3,015	+5%	+$106K	﹤0.01%	1072
2024 Q3	$2.05M	Buy	64,377 +15,312	+31%	+$474K	﹤0.01%	1081
2024 Q2	$1.39M	Sell	49,065 -12,340	-20%	-$347K	﹤0.01%	1081
2024 Q1	$1.78M	Buy	+61,405	New	+$1.71M	﹤0.01%	1024
2022 Q4	–	Sell	-8,635	Closed	-$219K	–	1492
2022 Q3	$219K	Buy	+8,635	New	+$222K	﹤0.01%	1022
2017 Q4	–	Sell	-12,755	Closed	-$409K	–	559
2017 Q3	$409K	Buy	+12,755	New	+$382K	0.03%	358

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

Cerity Partners's CADE Position: Q1 2026 in Review

Cerity Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 36,880 shares — an estimated $1.58M sold.

Cerity Partners first reported a position in CADE in Q3 2017 and held it in 10 quarters. The position peaked at $2.17M in Q4 2024. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Cerity Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 36,880 Cadence Bank shares in Q1 2026, an estimated $1.58M.
Cerity Partners first reported a position in Cadence Bank in Q3 2017 and held it in 10 quarters.
Cerity Partners's Cadence Bank position peaked at $2.17M in Q4 2024.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.