Cetera Investment Advisers
CADE

Cetera Investment Advisers’s Cadence Bank CADE Stock Holding History

Cetera Investment Advisers’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
-13,394
Closed -$574K – 4826
2025
Q4 		$574K Buy
13,394
+306
+2% +$12.1K ﹤0.01% 3311
2025
Q3 		$491K Buy
+13,088
New +$472K ﹤0.01% 3396

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

Cetera Investment Advisers's CADE Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 13,394 shares — an estimated $574K sold.

Cetera Investment Advisers first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $574K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 13,394 Cadence Bank shares in Q1 2026, an estimated $574K.
  • Cetera Investment Advisers first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
  • Cetera Investment Advisers's Cadence Bank position peaked at $574K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.