EA
CADE

Emerald Advisers’s Cadence Bank CADE Stock Holding History

Emerald Advisers’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
Q4 		– Sell
-342,322
Closed -$12.9M – 250
2025
Q3 		$12.9M Buy
342,322
+185,947
+119% +$6.7M 0.41% 90
2025
Q2 		$5M Buy
+156,375
New +$4.69M 0.18% 114
2022
Q3 		– Sell
-8,233
Closed -$193K – 250
2022
Q2 		$193K Hold
8,233
– – 0.01% 209
2022
Q1 		$241K Hold
8,233
– – 0.01% 211
2021
Q4 		$245K Hold
8,233
– – 0.01% 224
2021
Q3 		$245K Sell
8,233
-304,413
-97% -$8.49M 0.01% 222
2021
Q2 		$8.86M Buy
+312,646
New +$9.48M 0.32% 106

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
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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Emerald Advisers's CADE Position: Q4 2025 in Review

Emerald Advisers sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 342,322 shares — an estimated $12.9M sold.

Emerald Advisers first reported a position in CADE in Q2 2021 and held it in 7 quarters. The position peaked at $12.9M in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Emerald Advisers reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Emerald Advisers sold 342,322 Cadence Bank shares in Q4 2025, an estimated $12.9M.
  • Emerald Advisers first reported a position in Cadence Bank in Q2 2021 and held it in 7 quarters.
  • Emerald Advisers's Cadence Bank position peaked at $12.9M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Emerald Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.