DIP
CADE

Davis Investment Partners’s Cadence Bank CADE Stock Holding History

Davis Investment Partners’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
-6,606
Closed -$286K – 168
2025
Q4 		$286K Hold
6,606
– – 0.1% 130
2025
Q3 		$248K Hold
6,606
– – 0.08% 145
2025
Q2 		$221K Buy
+6,606
New +$198K 0.08% 155
2025
Q1 		– Sell
-6,606
Closed -$221K – 145
2024
Q4 		$221K Hold
6,606
– – 0.09% 117
2024
Q3 		$202K Buy
+6,606
New +$205K 0.08% 118

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Davis Investment Partners's CADE Position: Q1 2026 in Review

Davis Investment Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,606 shares — an estimated $286K sold.

Davis Investment Partners first reported a position in CADE in Q3 2024 and held it in 5 quarters. The position peaked at $286K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Davis Investment Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Davis Investment Partners sold 6,606 Cadence Bank shares in Q1 2026, an estimated $286K.
  • Davis Investment Partners first reported a position in Cadence Bank in Q3 2024 and held it in 5 quarters.
  • Davis Investment Partners's Cadence Bank position peaked at $286K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.