CWWM
CADE

Curry Webb Wealth Management’s Cadence Bank CADE Stock Holding History

Curry Webb Wealth Management’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
-87,951
Closed -$3.77M – 64
2025
Q4 		$3.77M Buy
+87,951
New +$3.48M 1.87% 18

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Curry Webb Wealth Management's CADE Position: Q1 2026 in Review

Curry Webb Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 87,951 shares — an estimated $3.77M sold.

Curry Webb Wealth Management first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $3.77M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Curry Webb Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Curry Webb Wealth Management sold 87,951 Cadence Bank shares in Q1 2026, an estimated $3.77M.
  • Curry Webb Wealth Management first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
  • Curry Webb Wealth Management's Cadence Bank position peaked at $3.77M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.