Covestor’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,663
| Closed | -$72K | – | 2288 |
|
|
2025
Q4 | $72K | Sell |
1,663
-2,200
| -57% | -$87.1K | 0.04% | 747 |
|
|
2025
Q3 | $145K | Buy |
3,863
+81
| +2% | +$2.92K | 0.08% | 354 |
|
|
2025
Q2 | $121K | Buy |
3,782
+3,176
| +524% | +$95.2K | 0.07% | 439 |
|
|
2025
Q1 | $19K | Buy |
606
+258
| +74% | +$8.55K | 0.01% | 1211 |
|
|
2024
Q4 | $12K | Buy |
348
+1
| +0.3% | +$35 | 0.01% | 1419 |
|
|
2024
Q3 | $11K | Hold |
347
| – | – | 0.01% | 1478 |
|
|
2024
Q2 | $10K | Buy |
347
+2
| +0.6% | +$56 | 0.01% | 1520 |
|
|
2024
Q1 | $10K | Sell |
345
-4,404
| -93% | -$122K | 0.01% | 1570 |
|
|
2023
Q4 | $141K | Sell |
4,749
-3,534
| -43% | -$86.2K | 0.1% | 281 |
|
|
2023
Q3 | $176K | Buy |
8,283
+119
| +1% | +$2.69K | 0.13% | 153 |
|
|
2023
Q2 | $160K | Buy |
8,164
+4,645
| +132% | +$91.6K | 0.12% | 198 |
|
|
2023
Q1 | $73K | Buy |
3,519
+2,534
| +257% | +$63K | 0.06% | 543 |
|
|
2022
Q4 | $24K | Sell |
985
-559
| -36% | -$15K | 0.02% | 974 |
|
|
2022
Q3 | $39K | Buy |
1,544
+4
| +0.3% | +$103 | 0.03% | 786 |
|
|
2022
Q2 | $36K | Sell |
1,540
-915
| -37% | -$23.6K | 0.03% | 827 |
|
|
2022
Q1 | $72K | Buy |
2,455
+1,608
| +190% | +$50.2K | 0.05% | 681 |
|
|
2021
Q4 | $25K | Buy |
+847
| New | +$25.6K | 0.04% | 794 |
|
Other funds holding CADE
Covestor's CADE Position: Q1 2026 in Review
Covestor sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 1,663 shares — an estimated $72K sold.
Covestor first reported a position in CADE in Q4 2021 and held it in 17 quarters. The position peaked at $176K in Q3 2023. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Covestor reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Covestor sold 1,663 Cadence Bank shares in Q1 2026, an estimated $72K.
- Covestor first reported a position in Cadence Bank in Q4 2021 and held it in 17 quarters.
- Covestor's Cadence Bank position peaked at $176K in Q3 2023.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.