FFA
CADE

Farther Finance Advisors’s Cadence Bank CADE Stock Holding History

Farther Finance 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
2026
Q1 		– Sell
-531
Closed -$22.8K – 5776
2025
Q4 		$22.8K Buy
531
+25
+5% +$990 ﹤0.01% 3355
2025
Q3 		$19K Buy
506
+20
+4% +$721 ﹤0.01% 3076
2025
Q2 		$15.5K Sell
486
-66
-12% -$1.98K ﹤0.01% 2832
2025
Q1 		$16.8K Buy
552
+7
+1% +$232 ﹤0.01% 2475
2024
Q4 		$18.8K Sell
545
-71
-12% -$2.5K ﹤0.01% 2107
2024
Q3 		$19.6K Buy
616
+44
+8% +$1.36K ﹤0.01% 2090
2024
Q2 		$16.2K Buy
572
+190
+50% +$5.35K ﹤0.01% 1862
2024
Q1 		$11K Hold
382
– – ﹤0.01% 1725
2023
Q4 		$11.3K Buy
382
+360
+1,636% +$8.78K ﹤0.01% 1560
2023
Q3 		$467 Hold
22
– – ﹤0.01% 2288
2023
Q2 		$432 Buy
+22
New +$434 ﹤0.01% 2191

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's CADE Position: Q1 2026 in Review

Farther Finance Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 531 shares — an estimated $22.8K sold.

Farther Finance Advisors first reported a position in CADE in Q2 2023 and held it in 11 quarters. The position peaked at $22.8K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Farther Finance Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 531 Cadence Bank shares in Q1 2026, an estimated $22.8K.
  • Farther Finance Advisors first reported a position in Cadence Bank in Q2 2023 and held it in 11 quarters.
  • Farther Finance Advisors's Cadence Bank position peaked at $22.8K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.