Disciplined Investors’s Cadence Bank CADE Stock Holding History

Disciplined Investors’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	-70,009	Closed	-$3M	–	141
2025 Q4	$3M	Hold	70,009	–	–	1.97%	14
2025 Q3	$2.63M	Hold	70,009	–	–	1.87%	15
2025 Q2	$2.24M	Hold	70,009	–	–	1.74%	17
2025 Q1	$2.13M	Hold	70,009	–	–	1.92%	15
2024 Q4	$2.37M	Buy	+70,009	New	+$2.46M	2.28%	11

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

Disciplined Investors's CADE Position: Q1 2026 in Review

Disciplined Investors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 70,009 shares — an estimated $3M sold.

Disciplined Investors first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $3M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Disciplined Investors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Disciplined Investors sold 70,009 Cadence Bank shares in Q1 2026, an estimated $3M.
Disciplined Investors first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
Disciplined Investors's Cadence Bank position peaked at $3M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.