EP
CADE

Edgestream Partners’s Cadence Bank CADE Stock Holding History

Edgestream 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
2025
Q2 		– Sell
-46,757
Closed -$1.42M – 865
2025
Q1 		$1.42M Buy
+46,757
New +$1.55M 0.05% 553

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

Edgestream Partners's CADE Position: Q2 2025 in Review

Edgestream Partners sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 46,757 shares — an estimated $1.42M sold.

Edgestream Partners first reported a position in CADE in Q1 2025 and held it in 1 quarter. The position peaked at $1.42M in Q1 2025. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

  • Edgestream Partners reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 46,757 Cadence Bank shares in Q2 2025, an estimated $1.42M.
  • Edgestream Partners first reported a position in Cadence Bank in Q1 2025 and held it in 1 quarter.
  • Edgestream Partners's Cadence Bank position peaked at $1.42M in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.