EverSource Wealth Advisors’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 |
-2,505
| Closed | -$107K | – | 4402 |
|
|
2025
Q4 | $107K | Sell |
2,505
-3,929
| -61% | -$156K | ﹤0.01% | 1277 |
|
|
2025
Q3 | $242K | Buy |
6,434
+4,182
| +186% | +$151K | 0.01% | 813 |
|
|
2025
Q2 | $72K | Buy |
2,252
+1,258
| +127% | +$37.7K | ﹤0.01% | 1384 |
|
|
2025
Q1 | $30.2K | Buy |
994
+120
| +14% | +$3.98K | ﹤0.01% | 1477 |
|
|
2024
Q4 | $30.1K | Sell |
874
-87
| -9% | -$3.06K | ﹤0.01% | 1411 |
|
|
2024
Q3 | $30.6K | Sell |
961
-198
| -17% | -$6.13K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $38.1K | Buy |
1,159
+118
| +11% | +$3.32K | ﹤0.01% | 1222 |
|
|
2024
Q1 | $28.8K | Buy |
1,041
+90
| +9% | +$2.5K | ﹤0.01% | 1202 |
|
|
2023
Q4 | $28.1K | Sell |
951
-903
| -49% | -$22K | ﹤0.01% | 1100 |
|
|
2023
Q3 | $39.3K | Sell |
1,854
-24
| -1% | -$542 | ﹤0.01% | 904 |
|
|
2023
Q2 | $36.9K | Buy |
+1,878
| New | +$37.1K | ﹤0.01% | 951 |
|
|
2022
Q4 | – | Sell |
-126
| Closed | -$3.38K | – | 2320 |
|
|
2022
Q3 | $3K | Sell |
126
-193
| -61% | -$4.96K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $7K | Sell |
319
-362
| -53% | -$9.32K | ﹤0.01% | 1143 |
|
|
2022
Q1 | $20K | Hold |
681
| – | – | 0.01% | 694 |
|
|
2021
Q4 | $21K | Buy |
+681
| New | +$20.6K | 0.01% | 657 |
|
Other funds holding CADE
EverSource Wealth Advisors's CADE Position: Q1 2026 in Review
EverSource Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 2,505 shares — an estimated $107K sold.
EverSource Wealth Advisors first reported a position in CADE in Q4 2021 and held it in 15 quarters. The position peaked at $242K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- EverSource Wealth Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- EverSource Wealth Advisors sold 2,505 Cadence Bank shares in Q1 2026, an estimated $107K.
- EverSource Wealth Advisors first reported a position in Cadence Bank in Q4 2021 and held it in 15 quarters.
- EverSource Wealth Advisors's Cadence Bank position peaked at $242K in Q3 2025.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.