Coldstream Capital Management’s Cadence Bank CADE Stock Holding History

Coldstream Capital Management’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	-6,104	Closed	-$261K	–	1203
2025 Q4	$261K	Buy	6,104 +283	+5%	+$11.2K	﹤0.01%	972
2025 Q3	$219K	Buy	+5,821	New	+$210K	﹤0.01%	1103
2025 Q2	–	Sell	-4,549	Closed	-$138K	–	1468
2025 Q1	$138K	Buy	+4,549	New	+$151K	﹤0.01%	1191

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

Coldstream Capital Management's CADE Position: Q1 2026 in Review

Coldstream Capital Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,104 shares — an estimated $261K sold.

Coldstream Capital Management first reported a position in CADE in Q1 2025 and held it in 3 quarters. The position peaked at $261K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Coldstream Capital Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Coldstream Capital Management sold 6,104 Cadence Bank shares in Q1 2026, an estimated $261K.
Coldstream Capital Management first reported a position in Cadence Bank in Q1 2025 and held it in 3 quarters.
Coldstream Capital Management's Cadence Bank position peaked at $261K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.