Curi RMB Capital’s Cadence Bank CADE Stock Holding History

Curi RMB Capital’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 Q4	–	Sell	-50,200	Closed	-$1.88M	–	881
2025 Q3	$1.88M	Sell	50,200 -24,800	-33%	-$894K	0.03%	336
2025 Q2	$2.4M	Buy	+75,000	New	+$2.25M	0.05%	305
2024 Q4	–	Sell	-50,000	Closed	-$1.59M	–	518
2024 Q3	$1.59M	Sell	50,000 -50,000	-50%	-$1.55M	0.04%	293
2024 Q2	$2.83M	Sell	100,000 -50,000	-33%	-$1.41M	0.07%	235
2024 Q1	$4.35M	Buy	150,000 +50,000	+50%	+$1.39M	0.1%	198
2023 Q4	$2.96M	Buy	100,000 +60,000	+150%	+$1.46M	0.09%	198
2023 Q3	$849K	Hold	40,000	–	–	0.03%	296
2023 Q2	$786K	Hold	40,000	–	–	0.03%	313
2023 Q1	$830K	Sell	40,000 -35,000	-47%	-$871K	0.03%	303
2022 Q4	$1.85M	Sell	75,000 -75,000	-50%	-$2.01M	0.07%	224
2022 Q3	$3.81M	Hold	150,000	–	–	0.14%	154
2022 Q2	$3.52M	Buy	+150,000	New	+$3.86M	0.12%	169
2018 Q2	–	Sell	-149,605	Closed	-$4.76M	–	907
2018 Q1	$4.76M	Buy	+149,605	New	+$4.92M	0.12%	232
2017 Q2	–	Sell	-29,180	Closed	-$883K	–	728
2017 Q1	$883K	Buy	+29,180	New	+$895K	0.04%	311

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Curi RMB Capital's CADE Position: Q4 2025 in Review

Curi RMB Capital sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 50,200 shares — an estimated $1.88M sold.

Curi RMB Capital first reported a position in CADE in Q1 2017 and held it in 14 quarters. The position peaked at $4.76M in Q1 2018. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

Curi RMB Capital reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
Curi RMB Capital sold 50,200 Cadence Bank shares in Q4 2025, an estimated $1.88M.
Curi RMB Capital first reported a position in Cadence Bank in Q1 2017 and held it in 14 quarters.
Curi RMB Capital's Cadence Bank position peaked at $4.76M in Q1 2018.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Curi RMB Capital's 13F filing for Q4 2025, filed 17 Feb 2026.