Corient Private Wealth’s Cadence Bank CADE Stock Holding History

Corient Private Wealth’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	-25,418	Closed	-$1.09M	–	2862
2025 Q4	$1.09M	Sell	25,418 -746	-3%	-$29.6K	﹤0.01%	1467
2025 Q3	$982K	Buy	26,164 +1,270	+5%	+$45.8K	﹤0.01%	1433
2025 Q2	$796K	Buy	24,894 +15	+0.1%	+$450	﹤0.01%	1470
2025 Q1	$755K	Buy	24,879 +321	+1%	+$10.6K	﹤0.01%	1404
2024 Q4	$846K	Sell	24,558 -11,850	-33%	-$417K	﹤0.01%	1377
2024 Q3	$1.16M	Buy	36,408 +11,690	+47%	+$362K	﹤0.01%	1334
2024 Q2	$699K	Sell	24,718 -327	-1%	-$9.2K	﹤0.01%	1474
2024 Q1	$726K	Buy	25,045 +1,651	+7%	+$45.9K	﹤0.01%	1445
2023 Q4	$692K	Buy	23,394 +3,598	+18%	+$87.8K	﹤0.01%	1448
2023 Q3	$420K	Sell	19,796 -1,949	-9%	-$44K	﹤0.01%	1581
2023 Q2	$427K	Buy	+21,745	New	+$429K	﹤0.01%	1528

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Corient Private Wealth's CADE Position: Q1 2026 in Review

Corient Private Wealth sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 25,418 shares — an estimated $1.09M sold.

Corient Private Wealth first reported a position in CADE in Q2 2023 and held it in 11 quarters. The position peaked at $1.16M in Q3 2024. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Corient Private Wealth reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 25,418 Cadence Bank shares in Q1 2026, an estimated $1.09M.
Corient Private Wealth first reported a position in Cadence Bank in Q2 2023 and held it in 11 quarters.
Corient Private Wealth's Cadence Bank position peaked at $1.16M in Q3 2024.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.