Commonwealth Equity Services
CADE

Commonwealth Equity Services’s Cadence Bank CADE Stock Holding History

Commonwealth Equity Services’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
-12,577
Closed -$539K – 4331
2025
Q4 		$539K Buy
12,577
+6,603
+111% +$262K ﹤0.01% 3121
2025
Q3 		$224K Buy
+5,974
New +$215K ﹤0.01% 3868
2021
Q4 		– Sell
-47,832
Closed -$1.42M – 3655
2021
Q3 		$1.42M Buy
47,832
+23
+0% +$641 ﹤0.01% 1663
2021
Q2 		$1.35M Buy
47,809
+19
+0% +$576 ﹤0.01% 1688
2021
Q1 		$1.55M Sell
47,790
-77
-0.2% -$2.38K ﹤0.01% 1495
2020
Q4 		$1.31M Buy
47,867
+32
+0.1% +$808 ﹤0.01% 1481
2020
Q3 		$927K Buy
47,835
+28
+0.1% +$598 ﹤0.01% 1540
2020
Q2 		$1.09M Buy
47,807
+33
+0.1% +$700 ﹤0.01% 1376
2020
Q1 		$903K Buy
47,774
+119
+0.2% +$3.15K ﹤0.01% 1322
2019
Q4 		$1.5M Sell
47,655
-463,691
-91% -$14.3M 0.01% 1196
2019
Q3 		$15.1M Buy
+511,346
New +$14.6M 0.06% 288

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

Commonwealth Equity Services's CADE Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 12,577 shares — an estimated $539K sold.

Commonwealth Equity Services first reported a position in CADE in Q3 2019 and held it in 11 quarters. The position peaked at $15.1M in Q3 2019. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,577 Cadence Bank shares in Q1 2026, an estimated $539K.
  • Commonwealth Equity Services first reported a position in Cadence Bank in Q3 2019 and held it in 11 quarters.
  • Commonwealth Equity Services's Cadence Bank position peaked at $15.1M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.