Creative Planning’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 |
-25,953
| Closed | -$1.11M | – | 4111 |
|
|
2025
Q4 | $1.11M | Buy |
25,953
+1,663
| +7% | +$65.9K | ﹤0.01% | 2195 |
|
|
2025
Q3 | $912K | Buy |
24,290
+1,210
| +5% | +$43.6K | ﹤0.01% | 2197 |
|
|
2025
Q2 | $738K | Sell |
23,080
-5,938
| -20% | -$178K | ﹤0.01% | 2108 |
|
|
2025
Q1 | $881K | Sell |
29,018
-7,767
| -21% | -$257K | ﹤0.01% | 1817 |
|
|
2024
Q4 | $1.27M | Buy |
36,785
+5,085
| +16% | +$179K | ﹤0.01% | 1466 |
|
|
2024
Q3 | $1.01M | Sell |
31,700
-476
| -1% | -$14.7K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $910K | Buy |
32,176
+12,723
| +65% | +$358K | ﹤0.01% | 1476 |
|
|
2024
Q1 | $564K | Buy |
19,453
+45
| +0.2% | +$1.25K | ﹤0.01% | 1770 |
|
|
2023
Q4 | $574K | Buy |
19,408
+1,067
| +6% | +$26K | ﹤0.01% | 1608 |
|
|
2023
Q3 | $389K | Buy |
18,341
+706
| +4% | +$15.9K | ﹤0.01% | 1740 |
|
|
2023
Q2 | $346K | Buy |
17,635
+476
| +3% | +$9.39K | ﹤0.01% | 1800 |
|
|
2023
Q1 | $356K | Buy |
17,159
+4,108
| +31% | +$102K | ﹤0.01% | 1691 |
|
|
2022
Q4 | $322K | Buy |
13,051
+386
| +3% | +$10.4K | ﹤0.01% | 1675 |
|
|
2022
Q3 | $322K | Buy |
12,665
+451
| +4% | +$11.6K | ﹤0.01% | 1610 |
|
|
2022
Q2 | $287K | Sell |
12,214
-12,531
| -51% | -$323K | ﹤0.01% | 1641 |
|
|
2022
Q1 | $724K | Buy |
24,745
+3,575
| +17% | +$112K | ﹤0.01% | 1137 |
|
|
2021
Q4 | $631K | Buy |
21,170
+4,656
| +28% | +$141K | ﹤0.01% | 1181 |
|
|
2021
Q3 | $492K | Buy |
16,514
+8
| +0% | +$223 | ﹤0.01% | 1308 |
|
|
2021
Q2 | $468K | Sell |
16,506
-382
| -2% | -$11.6K | ﹤0.01% | 1319 |
|
|
2021
Q1 | $549K | Sell |
16,888
-106
| -0.6% | -$3.27K | ﹤0.01% | 1372 |
|
|
2020
Q4 | $466K | Sell |
16,994
-12,286
| -42% | -$310K | ﹤0.01% | 1360 |
|
|
2020
Q3 | $567K | Sell |
29,280
-2,088
| -7% | -$44.6K | ﹤0.01% | 1072 |
|
|
2020
Q2 | $713K | Buy |
31,368
+14
| +0% | +$297 | ﹤0.01% | 877 |
|
|
2020
Q1 | $593K | Buy |
31,354
+14,915
| +91% | +$394K | ﹤0.01% | 857 |
|
|
2019
Q4 | $516K | Buy |
+16,439
| New | +$508K | ﹤0.01% | 1092 |
|
|
2017
Q3 | – | Sell |
-4,199
| Closed | -$128K | – | 2144 |
|
|
2017
Q2 | $128K | Buy |
4,199
+9
| +0.2% | +$270 | ﹤0.01% | 1803 |
|
|
2017
Q1 | $127K | Buy |
4,190
+9
| +0.2% | +$276 | ﹤0.01% | 1796 |
|
|
2016
Q4 | $130K | Sell |
4,181
-188
| -4% | -$5.04K | ﹤0.01% | 1688 |
|
|
2016
Q3 | $101K | Buy |
4,369
+1,730
| +66% | +$41.1K | ﹤0.01% | 1839 |
|
|
2016
Q2 | $60K | Buy |
2,639
+10
| +0.4% | +$226 | ﹤0.01% | 2008 |
|
|
2016
Q1 | $56K | Buy |
2,629
+481
| +22% | +$9.99K | ﹤0.01% | 2011 |
|
|
2015
Q4 | $52K | Buy |
2,148
+10
| +0.5% | +$251 | ﹤0.01% | 2081 |
|
|
2015
Q3 | $51K | Buy |
+2,138
| New | +$52.6K | ﹤0.01% | 2024 |
|
|
2015
Q2 | – | Sell |
-2,125
| Closed | -$49K | – | 1367 |
|
|
2015
Q1 | $49K | Sell |
2,125
-707
| -25% | -$15.4K | ﹤0.01% | 2039 |
|
|
2014
Q4 | $64K | Buy |
+2,832
| New | +$61.5K | ﹤0.01% | 1832 |
|
Other funds holding CADE
Creative Planning's CADE Position: Q1 2026 in Review
Creative Planning sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 25,953 shares — an estimated $1.11M sold.
Creative Planning first reported a position in CADE in Q4 2014 and held it in 35 quarters. The position peaked at $1.27M in Q4 2024. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Creative Planning reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Creative Planning sold 25,953 Cadence Bank shares in Q1 2026, an estimated $1.11M.
- Creative Planning first reported a position in Cadence Bank in Q4 2014 and held it in 35 quarters.
- Creative Planning's Cadence Bank position peaked at $1.27M in Q4 2024.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.