CL
CADE

Choreo LLC’s Cadence Bank CADE Stock Holding History

Choreo 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
2025
Q4 		– Sell
-9,450
Closed -$357K – 1591
2025
Q3 		$357K Buy
9,450
+750
+9% +$27K ﹤0.01% 1121
2025
Q2 		$281K Buy
+8,700
New +$261K ﹤0.01% 1222
2025
Q1 		– Sell
-10,092
Closed -$348K – 1478
2024
Q4 		$348K Buy
+10,092
New +$355K 0.01% 1099

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Choreo LLC's CADE Position: Q4 2025 in Review

Choreo LLC sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 9,450 shares — an estimated $357K sold.

Choreo LLC first reported a position in CADE in Q4 2024 and held it in 3 quarters. The position peaked at $357K in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Choreo LLC reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Choreo LLC sold 9,450 Cadence Bank shares in Q4 2025, an estimated $357K.
  • Choreo LLC first reported a position in Cadence Bank in Q4 2024 and held it in 3 quarters.
  • Choreo LLC's Cadence Bank position peaked at $357K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Choreo LLC's 13F filing for Q4 2025, filed 23 Jan 2026.