DT
CADE

Diversified Trust’s Cadence Bank CADE Stock Holding History

Diversified Trust’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
-41,940
Closed -$1.8M – 1061
2025
Q4 		$1.8M Hold
41,940
– – 0.03% 286
2025
Q3 		$1.57M Hold
41,940
– – 0.03% 306
2025
Q2 		$1.34M Buy
41,940
+148
+0.4% +$4.44K 0.03% 316
2025
Q1 		$1.27M Sell
41,792
-2
-0% -$66 0.03% 300
2024
Q4 		$1.44M Buy
41,794
+2
+0% +$70 0.04% 289
2024
Q3 		$1.33M Hold
41,792
– – 0.03% 304
2024
Q2 		$1.18M Buy
41,792
+2,692
+7% +$75.7K 0.03% 289
2024
Q1 		$1.13M Hold
39,100
– – 0.03% 293
2023
Q4 		$1.16M Hold
39,100
– – 0.04% 260
2023
Q3 		$830K Hold
39,100
– – 0.03% 310
2023
Q2 		$768K Hold
39,100
– – 0.03% 345
2023
Q1 		$812K Hold
39,100
– – 0.03% 305
2022
Q4 		$964K Sell
39,100
-10
-0% -$268 0.04% 245
2022
Q3 		$994K Buy
39,110
+10
+0% +$257 0.05% 208
2022
Q2 		$918K Sell
39,100
-3,277
-8% -$84.4K 0.04% 240
2022
Q1 		$1.24M Hold
42,377
– – 0.04% 212
2021
Q4 		$1.26M Buy
42,377
+3,277
+8% +$99K 0.04% 209
2021
Q3 		$1.16M Hold
39,100
– – 0.04% 207
2021
Q2 		$1.11M Hold
39,100
– – 0.04% 221
2021
Q1 		$1.27M Hold
39,100
– – 0.05% 182
2020
Q4 		$1.07M Hold
39,100
– – 0.04% 192
2020
Q3 		$758K Hold
39,100
– – 0.04% 229
2020
Q2 		$889K Hold
39,100
– – 0.04% 173
2020
Q1 		$740K Hold
39,100
– – 0.04% 158
2019
Q4 		$1.23M Hold
39,100
– – 0.06% 123
2019
Q3 		$1.16M Hold
39,100
– – 0.05% 111
2019
Q2 		$1.14M Sell
39,100
-165
-0.4% -$4.79K 0.05% 121
2019
Q1 		$1.11M Hold
39,265
– – 0.05% 120
2018
Q4 		$1.03M Hold
39,265
– – 0.06% 119
2018
Q3 		$1.28M Hold
39,265
– – 0.06% 103
2018
Q2 		$1.29M Hold
39,265
– – 0.08% 93
2018
Q1 		$1.25M Hold
39,265
– – 0.08% 93
2017
Q4 		$1.24M Hold
39,265
– – 0.08% 102
2017
Q3 		$1.26M Sell
39,265
-135
-0.3% -$4.04K 0.1% 99
2017
Q2 		$1.2M Hold
39,400
– – 0.1% 98
2017
Q1 		$1.19M Buy
39,400
+135
+0.3% +$4.14K 0.09% 98
2016
Q4 		$1.22M Hold
39,265
– – 0.1% 93
2016
Q3 		$911K Buy
+39,265
New +$934K 0.11% 133
2013
Q4 		– Sell
-299,165
Closed -$5.96M – 465
2013
Q3 		$5.96M Hold
299,165
– – 0.63% 20
2013
Q2 		$5.3M Buy
+299,165
New +$4.94M 0.63% 19

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

Diversified Trust's CADE Position: Q1 2026 in Review

Diversified Trust sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 41,940 shares — an estimated $1.8M sold.

Diversified Trust first reported a position in CADE in Q2 2013 and held it in 40 quarters. The position peaked at $5.96M in Q3 2013. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Diversified Trust reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 41,940 Cadence Bank shares in Q1 2026, an estimated $1.8M.
  • Diversified Trust first reported a position in Cadence Bank in Q2 2013 and held it in 40 quarters.
  • Diversified Trust's Cadence Bank position peaked at $5.96M in Q3 2013.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.