Exit Wealth Advisors’s Cadence Bank CADE Stock Holding History

Exit Wealth Advisors’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
2025 Q4	–	Sell	-9,112	Closed	-$342K	–	129
2025 Q3	$342K	Buy	+9,112	New	+$328K	0.23%	98

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Exit Wealth Advisors's CADE Position: Q4 2025 in Review

Exit Wealth Advisors sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 9,112 shares — an estimated $342K sold.

Exit Wealth Advisors first reported a position in CADE in Q3 2025 and held it in 1 quarter. The position peaked at $342K in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

Exit Wealth Advisors reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
Exit Wealth Advisors sold 9,112 Cadence Bank shares in Q4 2025, an estimated $342K.
Exit Wealth Advisors first reported a position in Cadence Bank in Q3 2025 and held it in 1 quarter.
Exit Wealth Advisors's Cadence Bank position peaked at $342K in Q3 2025.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Exit Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.