Clearstead Advisors’s Cadence Bank CADE Stock Holding History

Clearstead Advisors’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	-2,080	Closed	-$89.1K	–	2343
2025 Q4	$89.1K	Buy	2,080 +1,466	+239%	+$58.1K	﹤0.01%	1162
2025 Q3	$23.1K	Buy	614 +92	+18%	+$3.32K	﹤0.01%	1583
2025 Q2	$16.7K	Buy	522 +515	+7,357%	+$15.4K	﹤0.01%	1698
2025 Q1	$213	Buy	+7	New	+$232	﹤0.01%	2125
2023 Q2	–	Sell	-78	Closed	-$1.62K	–	1388
2023 Q1	$1.62K	Hold	78	–	–	﹤0.01%	1172
2022 Q4	$1.92K	Buy	+78	New	+$2.09K	﹤0.01%	1097

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Advisors's CADE Position: Q1 2026 in Review

Clearstead Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 2,080 shares — an estimated $89.1K sold.

Clearstead Advisors first reported a position in CADE in Q4 2022 and held it in 6 quarters. The position peaked at $89.1K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Clearstead Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 2,080 Cadence Bank shares in Q1 2026, an estimated $89.1K.
Clearstead Advisors first reported a position in Cadence Bank in Q4 2022 and held it in 6 quarters.
Clearstead Advisors's Cadence Bank position peaked at $89.1K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.