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

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return