Cornerstone Planning Group’s Cadence Bank CADE Stock Holding History

Cornerstone Planning Group’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	-10	Closed	-$422	–	1837
2025 Q4	$422	Buy	+10	New	+$396	﹤0.01%	1542

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

Cornerstone Planning Group's CADE Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 10 shares — an estimated $422 sold.

Cornerstone Planning Group first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $422 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Cornerstone Planning Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning Group sold 10 Cadence Bank shares in Q1 2026, an estimated $422.
Cornerstone Planning Group first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Cornerstone Planning Group's Cadence Bank position peaked at $422 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.