DTL
CADE

Dynamic Technology Lab’s Cadence Bank CADE Stock Holding History

Dynamic Technology Lab’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
2025
Q2 		– Sell
-14,940
Closed -$454K – 968
2025
Q1 		$454K Sell
14,940
-21,724
-59% -$720K 0.07% 533
2024
Q4 		$1.26M Buy
36,664
+21,210
+137% +$746K 0.2% 125
2024
Q3 		$492K Buy
+15,454
New +$479K 0.05% 577
2023
Q1 		– Sell
-52,590
Closed -$1.3M – 1123
2022
Q4 		$1.3M Buy
52,590
+44,060
+517% +$1.18M 0.13% 253
2022
Q3 		$217K Sell
8,530
-68,240
-89% -$1.75M 0.02% 932
2022
Q2 		$1.8M Buy
+76,770
New +$1.98M 0.2% 125
2022
Q1 		– Sell
-10,508
Closed -$313K – 1124
2021
Q4 		$313K Sell
10,508
-27,072
-72% -$818K 0.03% 779
2021
Q3 		$1.12M Sell
37,580
-7,624
-17% -$213K 0.13% 234
2021
Q2 		$1.28M Buy
+45,204
New +$1.37M 0.13% 233
2021
Q1 		– Sell
-47,027
Closed -$1.29M – 1164
2020
Q4 		$1.29M Buy
+47,027
New +$1.19M 0.21% 106
2020
Q2 		– Sell
-34,188
Closed -$647K – 993
2020
Q1 		$647K Sell
34,188
-10,147
-23% -$268K 0.13% 265
2019
Q4 		$1.39M Buy
+44,335
New +$1.37M 0.22% 89
2019
Q1 		– Sell
-7,817
Closed -$204K – 1004
2018
Q4 		$204K Buy
+7,817
New +$227K 0.04% 821
2017
Q2 		– Sell
-13,991
Closed -$423K – 1036
2017
Q1 		$423K Buy
+13,991
New +$429K 0.1% 381
2016
Q4 		– Sell
-39,153
Closed -$908K – 900
2016
Q3 		$908K Buy
+39,153
New +$931K 0.24% 59
2014
Q2 		– Sell
-13,394
Closed -$334K – 674
2014
Q1 		$334K Buy
+13,394
New +$326K 0.2% 190

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dynamic Technology Lab's CADE Position: Q2 2025 in Review

Dynamic Technology Lab sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 14,940 shares — an estimated $454K sold.

Dynamic Technology Lab first reported a position in CADE in Q1 2014 and held it in 16 quarters. The position peaked at $1.8M in Q2 2022. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

  • Dynamic Technology Lab reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 14,940 Cadence Bank shares in Q2 2025, an estimated $454K.
  • Dynamic Technology Lab first reported a position in Cadence Bank in Q1 2014 and held it in 16 quarters.
  • Dynamic Technology Lab's Cadence Bank position peaked at $1.8M in Q2 2022.
  • 360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Dynamic Technology Lab's 13F filing for Q2 2025, filed 12 Aug 2025.