Emerald Mutual Fund Advisers Trust’s Cadence Bank CADE Stock Holding History

Emerald Mutual Fund Advisers 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
2025 Q4	–	Sell	-209,194	Closed	-$7.85M	–	198
2025 Q3	$7.85M	Buy	209,194 +116,491	+126%	+$4.2M	0.41%	91
2025 Q2	$2.96M	Buy	+92,703	New	+$2.78M	0.18%	113
2025 Q1	–	Sell	-7,371	Closed	-$254K	–	214
2024 Q4	$254K	Hold	7,371	–	–	0.02%	179
2024 Q3	$235K	Hold	7,371	–	–	0.01%	187
2024 Q2	$208K	Hold	7,371	–	–	0.01%	187
2024 Q1	$214K	Sell	7,371 -22,889	-76%	-$636K	0.01%	184
2023 Q4	$895K	Hold	30,260	–	–	0.05%	157
2023 Q3	$642K	Hold	30,260	–	–	0.04%	164
2023 Q2	$594K	Hold	30,260	–	–	0.03%	171
2023 Q1	$628K	Buy	+30,260	New	+$753K	0.04%	185
2021 Q3	–	Sell	-124,544	Closed	-$3.53M	–	213
2021 Q2	$3.53M	Buy	+124,544	New	+$3.78M	0.12%	145
2015 Q4	–	Sell	-54,028	Closed	-$1.28M	–	281
2015 Q3	$1.28M	Hold	54,028	–	–	0.08%	175
2015 Q2	$1.39M	Hold	54,028	–	–	0.11%	156
2015 Q1	$1.33M	Buy	+54,028	New	+$1.18M	0.11%	152
2014 Q3	–	Sell	-24,536	Closed	-$603K	–	221
2014 Q2	$603K	Buy	+24,536	New	+$583K	0.06%	184

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's CADE Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 209,194 shares — an estimated $7.85M sold.

Emerald Mutual Fund Advisers Trust first reported a position in CADE in Q2 2014 and held it in 15 quarters. The position peaked at $7.85M in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 209,194 Cadence Bank shares in Q4 2025, an estimated $7.85M.
Emerald Mutual Fund Advisers Trust first reported a position in Cadence Bank in Q2 2014 and held it in 15 quarters.
Emerald Mutual Fund Advisers Trust's Cadence Bank position peaked at $7.85M in Q3 2025.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

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