Ethos Financial Group’s Cadence Bank CADE Stock Holding History

Ethos Financial Group’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	$231K	Hold	5,388	–	–	0.02%	460
2025 Q4	$231K	Hold	5,388	–	–	0.02%	441
2025 Q3	$202K	Buy	+5,388	New	+$194K	0.02%	453

Other funds holding CADE

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

Ethos Financial Group's CADE Position: Q1 2026 in Review

Ethos Financial Group held its Cadence Bank (CADE) position steady in Q1 2026 at 5,388 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #460.

Ethos Financial Group first reported a position in CADE in Q3 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Ethos Financial Group held 5,388 shares of Cadence Bank worth $231K as of Q1 2026.
Ethos Financial Group left its Cadence Bank share count unchanged in Q1 2026.
Cadence Bank made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #460 holding.
Ethos Financial Group first reported a position in Cadence Bank in Q3 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.