Envestnet Asset Management’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-60,676
| Closed | -$2.6M | – | 4725 |
|
|
2025
Q4 | $2.6M | Sell |
60,676
-9,733
| -14% | -$386K | ﹤0.01% | 2633 |
|
|
2025
Q3 | $2.64M | Buy |
70,409
+5,057
| +8% | +$182K | ﹤0.01% | 2696 |
|
|
2025
Q2 | $2.09M | Buy |
65,352
+3,684
| +6% | +$110K | ﹤0.01% | 2798 |
|
|
2025
Q1 | $1.87M | Buy |
61,668
+923
| +2% | +$30.6K | ﹤0.01% | 2778 |
|
|
2024
Q4 | $2.09M | Buy |
60,745
+1,494
| +3% | +$52.5K | ﹤0.01% | 2663 |
|
|
2024
Q3 | $1.89M | Buy |
59,251
+17,152
| +41% | +$531K | ﹤0.01% | 2698 |
|
|
2024
Q2 | $1.19M | Buy |
42,099
+20,662
| +96% | +$581K | ﹤0.01% | 2918 |
|
|
2024
Q1 | $622K | Buy |
21,437
+2,380
| +12% | +$66.2K | ﹤0.01% | 3309 |
|
|
2023
Q4 | $564K | Buy |
19,057
+4,142
| +28% | +$101K | ﹤0.01% | 3267 |
|
|
2023
Q3 | $316K | Buy |
14,915
+402
| +3% | +$9.07K | ﹤0.01% | 3503 |
|
|
2023
Q2 | $285K | Buy |
14,513
+1,793
| +14% | +$35.4K | ﹤0.01% | 3514 |
|
|
2023
Q1 | $264K | Buy |
12,720
+1,925
| +18% | +$47.9K | ﹤0.01% | 3508 |
|
|
2022
Q4 | $266K | Sell |
10,795
-148
| -1% | -$3.97K | ﹤0.01% | 3497 |
|
|
2022
Q3 | $278K | Sell |
10,943
-179
| -2% | -$4.6K | ﹤0.01% | 3394 |
|
|
2022
Q2 | $261K | Sell |
11,122
-15,503
| -58% | -$399K | ﹤0.01% | 3439 |
|
|
2022
Q1 | $779K | Sell |
26,625
-5,132
| -16% | -$160K | ﹤0.01% | 2841 |
|
|
2021
Q4 | $946K | Buy |
31,757
+14,062
| +79% | +$425K | ﹤0.01% | 2669 |
|
|
2021
Q3 | $527K | Buy |
+17,695
| New | +$493K | ﹤0.01% | 2936 |
|
|
2019
Q3 | – | Sell |
-36,598
| Closed | -$1.06M | – | 3083 |
|
|
2019
Q2 | $1.06M | Buy |
36,598
+76
| +0.2% | +$2.21K | ﹤0.01% | 1896 |
|
|
2019
Q1 | $1.03M | Buy |
+36,522
| New | +$1.08M | ﹤0.01% | 1892 |
|
|
2018
Q3 | – | Sell |
-340
| Closed | -$11K | – | 1430 |
|
|
2018
Q2 | $11K | Hold |
340
| – | – | ﹤0.01% | 2517 |
|
|
2018
Q1 | $11K | Hold |
340
| – | – | ﹤0.01% | 2473 |
|
|
2017
Q4 | $11K | Hold |
340
| – | – | ﹤0.01% | 2607 |
|
|
2017
Q3 | $11K | Sell |
340
-73
| -18% | -$2.18K | ﹤0.01% | 2575 |
|
|
2017
Q2 | $13K | Hold |
413
| – | – | ﹤0.01% | 2670 |
|
|
2017
Q1 | $13K | Sell |
413
-19
| -4% | -$583 | ﹤0.01% | 2738 |
|
|
2016
Q4 | $13K | Buy |
+432
| New | +$11.6K | ﹤0.01% | 2731 |
|
|
2016
Q1 | – | Sell |
-7,368
| Closed | -$177K | – | 3083 |
|
|
2015
Q4 | $177K | Buy |
7,368
+757
| +11% | +$19K | ﹤0.01% | 2091 |
|
|
2015
Q3 | $157K | Buy |
+6,611
| New | +$163K | ﹤0.01% | 2142 |
|
|
2015
Q1 | – | Sell |
-1,332
| Closed | -$30K | – | 2067 |
|
|
2014
Q4 | $30K | Buy |
1,332
+164
| +14% | +$3.56K | ﹤0.01% | 1600 |
|
|
2014
Q3 | $24K | Buy |
1,168
+415
| +55% | +$9.01K | ﹤0.01% | 1797 |
|
|
2014
Q2 | $19K | Buy |
+753
| New | +$17.9K | ﹤0.01% | 1773 |
|
Other funds holding CADE
Envestnet Asset Management's CADE Position: Q1 2026 in Review
Envestnet Asset Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 60,676 shares — an estimated $2.6M sold.
Envestnet Asset Management first reported a position in CADE in Q2 2014 and held it in 32 quarters. The position peaked at $2.64M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Envestnet Asset Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Envestnet Asset Management sold 60,676 Cadence Bank shares in Q1 2026, an estimated $2.6M.
- Envestnet Asset Management first reported a position in Cadence Bank in Q2 2014 and held it in 32 quarters.
- Envestnet Asset Management's Cadence Bank position peaked at $2.64M in Q3 2025.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.