Dimensional Fund Advisors’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 |
-9,847,224
| Closed | -$422M | – | 3227 |
|
|
2025
Q4 | $422M | Buy |
9,847,224
+10,257
| +0.1% | +$406K | 0.09% | 196 |
|
|
2025
Q3 | $369M | Buy |
9,836,967
+79,344
| +0.8% | +$2.86M | 0.08% | 244 |
|
|
2025
Q2 | $312M | Sell |
9,757,623
-202,086
| -2% | -$6.06M | 0.07% | 280 |
|
|
2025
Q1 | $302M | Sell |
9,959,709
-14,039
| -0.1% | -$465K | 0.08% | 260 |
|
|
2024
Q4 | $344M | Sell |
9,973,748
-7,658
| -0.1% | -$269K | 0.08% | 224 |
|
|
2024
Q3 | $318M | Buy |
9,981,406
+155,497
| +2% | +$4.82M | 0.08% | 249 |
|
|
2024
Q2 | $278M | Buy |
9,825,909
+593,878
| +6% | +$16.7M | 0.07% | 276 |
|
|
2024
Q1 | $268M | Sell |
9,232,031
-8,096
| -0.1% | -$225K | 0.07% | 270 |
|
|
2023
Q4 | $273M | Buy |
9,240,127
+376,989
| +4% | +$9.2M | 0.08% | 236 |
|
|
2023
Q3 | $188M | Buy |
8,863,138
+912,547
| +11% | +$20.6M | 0.06% | 358 |
|
|
2023
Q2 | $156M | Buy |
7,950,591
+208,066
| +3% | +$4.1M | 0.05% | 487 |
|
|
2023
Q1 | $161M | Buy |
7,742,525
+234,502
| +3% | +$5.83M | 0.05% | 442 |
|
|
2022
Q4 | $185K | Buy |
7,508,023
+669,647
| +10% | +$18M | 0.05% | 358 |
|
|
2022
Q3 | $174M | Buy |
6,838,376
+382,527
| +6% | +$9.82M | 0.07% | 343 |
|
|
2022
Q2 | $152M | Sell |
6,455,849
-129,663
| -2% | -$3.34M | 0.05% | 422 |
|
|
2022
Q1 | $193M | Sell |
6,585,512
-505,908
| -7% | -$15.8M | 0.06% | 372 |
|
|
2021
Q4 | $211M | Buy |
+7,091,420
| New | +$214M | 0.06% | 344 |
|
|
2021
Q3 | – | Sell |
-3,931,880
| Closed | -$111M | – | 3506 |
|
|
2021
Q2 | $111M | Buy |
3,931,880
+297,890
| +8% | +$9.03M | 0.04% | 760 |
|
|
2021
Q1 | $118M | Sell |
3,633,990
-6,943
| -0.2% | -$214K | 0.04% | 688 |
|
|
2020
Q4 | $99.9M | Buy |
3,640,933
+19,442
| +0.5% | +$491K | 0.04% | 746 |
|
|
2020
Q3 | $70.2M | Sell |
3,621,491
-19,741
| -0.5% | -$422K | 0.03% | 880 |
|
|
2020
Q2 | $82.8M | Buy |
3,641,232
+52,825
| +1% | +$1.12M | 0.04% | 728 |
|
|
2020
Q1 | $67.9M | Sell |
3,588,407
-272,537
| -7% | -$7.2M | 0.04% | 718 |
|
|
2019
Q4 | $121M | Sell |
3,860,944
-85,425
| -2% | -$2.64M | 0.04% | 577 |
|
|
2019
Q3 | $117M | Sell |
3,946,369
-12,703
| -0.3% | -$363K | 0.05% | 556 |
|
|
2019
Q2 | $115M | Sell |
3,959,072
-21,383
| -0.5% | -$620K | 0.04% | 567 |
|
|
2019
Q1 | $112M | Sell |
3,980,455
-37,107
| -0.9% | -$1.1M | 0.04% | 568 |
|
|
2018
Q4 | $105M | Buy |
4,017,562
+84,102
| +2% | +$2.45M | 0.05% | 510 |
|
|
2018
Q3 | $129M | Sell |
3,933,460
-25,045
| -0.6% | -$851K | 0.05% | 498 |
|
|
2018
Q2 | $130M | Sell |
3,958,505
-129,260
| -3% | -$4.32M | 0.05% | 467 |
|
|
2018
Q1 | $130M | Sell |
4,087,765
-20,351
| -0.5% | -$670K | 0.05% | 439 |
|
|
2017
Q4 | $129M | Buy |
4,108,116
+3,656
| +0.1% | +$117K | 0.05% | 450 |
|
|
2017
Q3 | $132M | Buy |
4,104,460
+28,854
| +0.7% | +$863K | 0.06% | 402 |
|
|
2017
Q2 | $124M | Sell |
4,075,606
-66,098
| -2% | -$1.98M | 0.06% | 399 |
|
|
2017
Q1 | $125M | Buy |
4,141,704
+101,542
| +3% | +$3.11M | 0.06% | 396 |
|
|
2016
Q4 | $125M | Buy |
4,040,162
+100,059
| +3% | +$2.68M | 0.06% | 361 |
|
|
2016
Q3 | $91.4M | Buy |
3,940,103
+119,779
| +3% | +$2.85M | 0.05% | 501 |
|
|
2016
Q2 | $86.7M | Buy |
3,820,324
+200,626
| +6% | +$4.53M | 0.05% | 490 |
|
|
2016
Q1 | $77.1M | Buy |
3,619,698
+380,271
| +12% | +$7.9M | 0.05% | 529 |
|
|
2015
Q4 | $77.7M | Sell |
3,239,427
-31,316
| -1% | -$785K | 0.05% | 493 |
|
|
2015
Q3 | $77.7M | Buy |
3,270,743
+183,668
| +6% | +$4.52M | 0.05% | 464 |
|
|
2015
Q2 | $79.5M | Buy |
3,087,075
+127,608
| +4% | +$3.15M | 0.05% | 500 |
|
|
2015
Q1 | $68.7M | Sell |
2,959,467
-3,121
| -0.1% | -$68K | 0.04% | 565 |
|
|
2014
Q4 | $66.7M | Sell |
2,962,588
-104,529
| -3% | -$2.27M | 0.04% | 531 |
|
|
2014
Q3 | $61.8M | Sell |
3,067,117
-98,495
| -3% | -$2.14M | 0.04% | 524 |
|
|
2014
Q2 | $77.8M | Sell |
3,165,612
-115,683
| -4% | -$2.75M | 0.05% | 420 |
|
|
2014
Q1 | $81.9M | Sell |
3,281,295
-219,480
| -6% | -$5.35M | 0.06% | 358 |
|
|
2013
Q4 | $89M | Buy |
3,500,775
+129,239
| +4% | +$2.95M | 0.07% | 309 |
|
|
2013
Q3 | $67.2M | Buy |
3,371,536
+64,723
| +2% | +$1.27M | 0.06% | 379 |
|
|
2013
Q2 | $58.5M | Buy |
+3,306,813
| New | +$54.6M | 0.06% | 400 |
|
Other funds holding CADE
Dimensional Fund Advisors's CADE Position: Q1 2026 in Review
Dimensional Fund Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 9,847,224 shares — an estimated $422M sold.
Dimensional Fund Advisors first reported a position in CADE in Q2 2013 and held it in 50 quarters. The position peaked at $422M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Dimensional Fund Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Dimensional Fund Advisors sold 9,847,224 Cadence Bank shares in Q1 2026, an estimated $422M.
- Dimensional Fund Advisors first reported a position in Cadence Bank in Q2 2013 and held it in 50 quarters.
- Dimensional Fund Advisors's Cadence Bank position peaked at $422M in Q4 2025.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.