CI Investments Inc’s Cadence Bank CADE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-8,199
Closed -$351K 627
2025
Q4
$351K Buy
8,199
+6,413
+359% +$254K ﹤0.01% 550
2025
Q3
$67K Sell
1,786
-1,049
-37% -$37.8K ﹤0.01% 963
2025
Q2
$91K Sell
2,835
-737
-21% -$22.1K ﹤0.01% 928
2025
Q1
$108K Buy
3,572
+90
+3% +$2.98K ﹤0.01% 886
2024
Q4
$120K Buy
3,482
+795
+30% +$28K ﹤0.01% 887
2024
Q3
$86K Sell
2,687
-996
-27% -$30.9K ﹤0.01% 888
2024
Q2
$104K Buy
3,683
+1,515
+70% +$42.6K ﹤0.01% 806
2024
Q1
$63K Buy
2,168
+393
+22% +$10.9K ﹤0.01% 984
2023
Q4
$53K Buy
1,775
+145
+9% +$3.54K ﹤0.01% 969
2023
Q3
$35K Sell
1,630
-14
-0.9% -$316 ﹤0.01% 1035
2023
Q2
$32K Sell
1,644
-88
-5% -$1.74K ﹤0.01% 1041
2023
Q1
$36K Buy
1,732
+137
+9% +$3.41K ﹤0.01% 982
2022
Q4
$39K Sell
1,595
-3,837
-71% -$103K ﹤0.01% 982
2022
Q3
$138K Sell
5,432
-118
-2% -$3.03K ﹤0.01% 653
2022
Q2
$130K Sell
5,550
-2,852
-34% -$73.4K ﹤0.01% 677
2022
Q1
$246K Sell
8,402
-1,641
-16% -$51.2K ﹤0.01% 667
2021
Q4
$299K Buy
+10,043
New +$303K ﹤0.01% 689

Other funds holding CADE

CI Investments Inc's CADE Position: Q1 2026 in Review

CI Investments Inc sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 8,199 shares — an estimated $351K sold.

CI Investments Inc first reported a position in CADE in Q4 2021 and held it in 17 quarters. The position peaked at $351K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • CI Investments Inc reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • CI Investments Inc sold 8,199 Cadence Bank shares in Q1 2026, an estimated $351K.
  • CI Investments Inc first reported a position in Cadence Bank in Q4 2021 and held it in 17 quarters.
  • CI Investments Inc's Cadence Bank position peaked at $351K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.