CWM
CADE

CIBC World Markets’s Cadence Bank CADE Stock Holding History

CIBC World Markets’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 		$530K Buy
+12,360
New +$490K ﹤0.01% 818
2025
Q2 		$691K Sell
21,619
-18,806
-47% -$564K ﹤0.01% 744
2025
Q1 		$1.23M Buy
40,425
+23,376
+137% +$775K 0.01% 631
2024
Q4 		$587K Buy
+17,049
New +$600K ﹤0.01% 691
2021
Q2 		– Sell
-10,353
Closed -$336K – 660
2021
Q1 		$336K Buy
+10,353
New +$319K ﹤0.01% 930

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 World Markets's CADE Position: Q4 2025 in Review

CIBC World Markets opened a new position in Cadence Bank (CADE) in Q4 2025: 12,360 shares worth $530K. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in CADE as recently as Q2 2025.

CIBC World Markets first reported a position in CADE in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.23M in Q1 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • CIBC World Markets held 12,360 shares of Cadence Bank worth $530K as of Q4 2025.
  • Cadence Bank was a new CIBC World Markets position in Q4 2025.
  • Cadence Bank made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #818 holding.
  • CIBC World Markets first reported a position in Cadence Bank in Q1 2021 and has held it in 5 quarters since.
  • CIBC World Markets's Cadence Bank position peaked at $1.23M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.