Fayez Sarofim & Co’s Cadence Bank CADE Stock Holding History

Fayez Sarofim & Co’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	-6,435	Closed	-$276K	–	296
2025 Q4	$276K	Hold	6,435	–	–	﹤0.01%	268
2025 Q3	$242K	Hold	6,435	–	–	﹤0.01%	286
2025 Q2	$206K	Buy	+6,435	New	+$193K	﹤0.01%	300
2025 Q1	–	Sell	-6,435	Closed	-$222K	–	313
2024 Q4	$222K	Hold	6,435	–	–	﹤0.01%	301
2024 Q3	$205K	Buy	+6,435	New	+$199K	﹤0.01%	281
2022 Q4	–	Sell	-48,235	Closed	-$1.23M	–	285
2022 Q3	$1.23M	Hold	48,235	–	–	﹤0.01%	164
2022 Q2	$1.13M	Hold	48,235	–	–	﹤0.01%	178
2022 Q1	$1.41M	Hold	48,235	–	–	﹤0.01%	178
2021 Q4	$1.44M	Buy	48,235 +6,435	+15%	+$194K	﹤0.01%	180
2021 Q3	$1.25M	Hold	41,800	–	–	﹤0.01%	177
2021 Q2	$1.18M	Hold	41,800	–	–	﹤0.01%	189
2021 Q1	$1.36M	Hold	41,800	–	–	0.01%	159
2020 Q4	$1.15M	Hold	41,800	–	–	﹤0.01%	166
2020 Q3	$810K	Hold	41,800	–	–	﹤0.01%	172
2020 Q2	$951K	Hold	41,800	–	–	﹤0.01%	163
2020 Q1	$791K	Hold	41,800	–	–	﹤0.01%	156
2019 Q4	$1.31M	Hold	41,800	–	–	0.01%	155
2019 Q3	$1.24M	Hold	41,800	–	–	0.01%	152
2019 Q2	$1.21M	Hold	41,800	–	–	0.01%	155
2019 Q1	$1.18M	Hold	41,800	–	–	0.01%	154
2018 Q4	$1.09M	Hold	41,800	–	–	0.01%	149
2018 Q3	$1.37M	Hold	41,800	–	–	0.01%	148
2018 Q2	$1.38M	Hold	41,800	–	–	0.01%	143
2018 Q1	$1.33M	Hold	41,800	–	–	0.01%	144
2017 Q4	$1.31M	Hold	41,800	–	–	0.01%	146
2017 Q3	$1.34M	Hold	41,800	–	–	0.01%	141
2017 Q2	$1.27M	Hold	41,800	–	–	0.01%	145
2017 Q1	$1.26M	Hold	41,800	–	–	0.01%	146
2016 Q4	$1.3M	Hold	41,800	–	–	0.01%	148
2016 Q3	$970K	Hold	41,800	–	–	0.01%	154
2016 Q2	$948K	Sell	41,800 -5,000	-11%	-$113K	0.01%	150
2016 Q1	$997K	Sell	46,800 -7,000	-13%	-$145K	0.01%	145
2015 Q4	$1.29M	Hold	53,800	–	–	0.01%	137
2015 Q3	$1.28M	Hold	53,800	–	–	0.01%	135
2015 Q2	$1.39M	Hold	53,800	–	–	0.01%	132
2015 Q1	$1.25M	Hold	53,800	–	–	0.01%	136
2014 Q4	$1.21M	Hold	53,800	–	–	0.01%	137
2014 Q3	$1.08M	Hold	53,800	–	–	0.01%	142
2014 Q2	$1.32M	Hold	53,800	–	–	0.01%	137
2014 Q1	$1.34M	Hold	53,800	–	–	0.01%	136
2013 Q4	$1.37M	Buy	+53,800	New	+$1.23M	0.01%	136
2013 Q2	$952K	Buy	+53,800	New	+$888K	﹤0.01%	142

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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

Fayez Sarofim & Co's CADE Position: Q1 2026 in Review

Fayez Sarofim & Co sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,435 shares — an estimated $276K sold.

Fayez Sarofim & Co first reported a position in CADE in Q2 2013 and held it in 42 quarters. The position peaked at $1.44M in Q4 2021. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Fayez Sarofim & Co reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Fayez Sarofim & Co sold 6,435 Cadence Bank shares in Q1 2026, an estimated $276K.
Fayez Sarofim & Co first reported a position in Cadence Bank in Q2 2013 and held it in 42 quarters.
Fayez Sarofim & Co's Cadence Bank position peaked at $1.44M in Q4 2021.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.