Essential Partners’s Cadence Bank CADE Stock Holding History

Essential 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
2026 Q1	–	Sell	-210	Closed	-$9K	–	2867
2025 Q4	$9K	Buy	210 +9	+4%	+$357	﹤0.01%	1198
2025 Q3	$7.55K	Buy	201 +6	+3%	+$216	﹤0.01%	1269
2025 Q2	$6.24K	Buy	+195	New	+$5.84K	﹤0.01%	989

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Essential Partners's CADE Position: Q1 2026 in Review

Essential Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 210 shares — an estimated $9K sold.

Essential Partners first reported a position in CADE in Q2 2025 and held it in 3 quarters. The position peaked at $9K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Essential Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Essential Partners sold 210 Cadence Bank shares in Q1 2026, an estimated $9K.
Essential Partners first reported a position in Cadence Bank in Q2 2025 and held it in 3 quarters.
Essential Partners's Cadence Bank position peaked at $9K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.