CIBC Private Wealth Group
CADE

CIBC Private Wealth Group’s Cadence Bank CADE Stock Holding History

CIBC Private Wealth Group’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 		$5.85M Sell
136,576
-1,067
-0.8% -$42.3K 0.01% 407
2025
Q3 		$5.17M Buy
137,643
+4,404
+3% +$159K 0.01% 422
2025
Q2 		$4.26M Buy
133,239
+126,919
+2,008% +$3.8M 0.01% 451
2025
Q1 		$167K Sell
6,320
-877
-12% -$29.1K ﹤0.01% 1142
2024
Q4 		$253K Sell
7,197
-946
-12% -$33.3K ﹤0.01% 1070
2024
Q3 		$259K Sell
8,143
-923
-10% -$28.6K ﹤0.01% 1077
2024
Q2 		$251K Buy
9,066
+551
+6% +$15.5K ﹤0.01% 1011
2024
Q1 		$245K Sell
8,515
-255
-3% -$7.09K ﹤0.01% 1042
2023
Q4 		$260K Buy
+8,770
New +$214K ﹤0.01% 985
2023
Q1 		– Sell
-11,446
Closed -$282K – 892
2022
Q4 		$282K Buy
+11,446
New +$307K ﹤0.01% 694

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

CIBC Private Wealth Group's CADE Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Cadence Bank (CADE) stake by 0.78% in Q4 2025, selling an estimated $42.3K and leaving 136,576 shares worth $5.85M. The position accounts for 0.01% of the portfolio, ranked #407.

CIBC Private Wealth Group first reported a position in CADE in Q4 2022 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • CIBC Private Wealth Group held 136,576 shares of Cadence Bank worth $5.85M as of Q4 2025.
  • CIBC Private Wealth Group sold 1,067 Cadence Bank shares in Q4 2025, an estimated $42.3K.
  • Cadence Bank made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #407 holding.
  • CIBC Private Wealth Group first reported a position in Cadence Bank in Q4 2022 and has held it in 10 quarters since.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.