CIA
CADE

Concurrent Investment Advisors’s Cadence Bank CADE Stock Holding History

Concurrent Investment 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
-48,655
Closed -$2.08M – 1948
2025
Q4 		$2.08M Buy
48,655
+21,560
+80% +$854K 0.02% 560
2025
Q3 		$1.02M Sell
27,095
-5,485
-17% -$198K 0.02% 650
2025
Q2 		$1.04M Hold
32,580
– – 0.02% 582
2025
Q1 		$989K Buy
32,580
+1,056
+3% +$35K 0.02% 549
2024
Q4 		$1.09M Sell
31,524
-7,692
-20% -$271K 0.03% 470
2024
Q3 		$1.25M Sell
39,216
-38,278
-49% -$1.19M 0.04% 419
2024
Q2 		$2.19M Sell
77,494
-2,292
-3% -$64.5K 0.07% 251
2024
Q1 		$2.31M Sell
79,786
-1,368
-2% -$38K 0.09% 223
2023
Q4 		$2.4M Buy
+81,154
New +$1.98M 0.11% 197

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

Concurrent Investment Advisors's CADE Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 48,655 shares — an estimated $2.08M sold.

Concurrent Investment Advisors first reported a position in CADE in Q4 2023 and held it in 9 quarters. The position peaked at $2.4M in Q4 2023. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 48,655 Cadence Bank shares in Q1 2026, an estimated $2.08M.
  • Concurrent Investment Advisors first reported a position in Cadence Bank in Q4 2023 and held it in 9 quarters.
  • Concurrent Investment Advisors's Cadence Bank position peaked at $2.4M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.