CT
CADE

Clearstead Trust’s Cadence Bank CADE Stock Holding History

Clearstead Trust’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
-49
Closed -$2.1K – 993
2025
Q4 		$2.1K Hold
49
– – ﹤0.01% 892
2025
Q3 		$1.84K Buy
+49
New +$1.77K ﹤0.01% 1022

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Trust's CADE Position: Q1 2026 in Review

Clearstead Trust sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 49 shares — an estimated $2.1K sold.

Clearstead Trust first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $2.1K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Clearstead Trust reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 49 Cadence Bank shares in Q1 2026, an estimated $2.1K.
  • Clearstead Trust first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
  • Clearstead Trust's Cadence Bank position peaked at $2.1K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

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