Convergence Investment Partners’s Cadence Bank CADE Stock Holding History

Convergence Investment Partners’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
2025 Q2	–	Sell	-30,823	Closed	-$936K	–	240
2025 Q1	$936K	Buy	+30,823	New	+$1.02M	0.26%	139
2018 Q4	–	Sell	-18,577	Closed	-$607K	–	316
2018 Q3	$607K	Sell	18,577 -24,216	-57%	-$823K	0.12%	190
2018 Q2	$1.41M	Sell	42,793 -12,219	-22%	-$409K	0.2%	147
2018 Q1	$1.75M	Sell	55,012 -7,242	-12%	-$238K	0.23%	157
2017 Q4	$1.96M	Buy	+62,254	New	+$2M	0.26%	136
2016 Q1	–	Sell	-80,224	Closed	-$1.93M	–	337
2015 Q4	$1.93M	Buy	80,224 +55,474	+224%	+$1.39M	0.22%	169
2015 Q3	$588K	Buy	+24,750	New	+$609K	0.07%	306

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Convergence Investment Partners's CADE Position: Q2 2025 in Review

Convergence Investment Partners sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 30,823 shares — an estimated $936K sold.

Convergence Investment Partners first reported a position in CADE in Q3 2015 and held it in 7 quarters. The position peaked at $1.96M in Q4 2017. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

Convergence Investment Partners reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
Convergence Investment Partners sold 30,823 Cadence Bank shares in Q2 2025, an estimated $936K.
Convergence Investment Partners first reported a position in Cadence Bank in Q3 2015 and held it in 7 quarters.
Convergence Investment Partners's Cadence Bank position peaked at $1.96M in Q4 2017.
360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Convergence Investment Partners's 13F filing for Q2 2025, filed 1 Aug 2025.