CX Institutional’s Cadence Bank CADE Stock Holding History

CX Institutional’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	-4,096	Closed	-$175K	–	1563
2025 Q4	$175K	Buy	4,096 +30	+0.7%	+$1.19K	0.01%	747
2025 Q3	$153K	Buy	4,066 +35	+0.9%	+$1.26K	﹤0.01%	759
2025 Q2	$129K	Hold	4,031	–	–	﹤0.01%	721
2025 Q1	$122K	Buy	+4,031	New	+$134K	﹤0.01%	713
2020 Q4	–	Sell	-881	Closed	-$17K	–	864
2020 Q3	$17K	Buy	+881	New	+$18.8K	﹤0.01%	578

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

CX Institutional's CADE Position: Q1 2026 in Review

CX Institutional sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 4,096 shares — an estimated $175K sold.

CX Institutional first reported a position in CADE in Q3 2020 and held it in 5 quarters. The position peaked at $175K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

CX Institutional reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 4,096 Cadence Bank shares in Q1 2026, an estimated $175K.
CX Institutional first reported a position in Cadence Bank in Q3 2020 and held it in 5 quarters.
CX Institutional's Cadence Bank position peaked at $175K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.