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 Q2	–	Sell	-5,388	Closed	-$231K	–	647
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

Ethos Financial Group's CADE Position: Q2 2026 in Review

Ethos Financial Group sold out of Cadence Bank (CADE) in Q2 2026, closing a stake of 5,388 shares — an estimated $231K sold.

Ethos Financial Group first reported a position in CADE in Q3 2025 and held it in 3 quarters. The position peaked at $231K in Q1 2026. 0 funds tracked by Wall St. Rank hold CADE as of Q2 2026.

Ethos Financial Group reported no remaining Cadence Bank position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 5,388 Cadence Bank shares in Q2 2026, an estimated $231K.
Ethos Financial Group first reported a position in Cadence Bank in Q3 2025 and held it in 3 quarters.
Ethos Financial Group's Cadence Bank position peaked at $231K in Q1 2026.
0 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.