Fiduciary Group’s Cadence Bank CADE Stock Holding History

Fiduciary 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 Q1	–	Sell	-20,735	Closed	-$888K	–	300
2025 Q4	$888K	Buy	20,735 +2,392	+13%	+$94.8K	0.07%	167
2025 Q3	$689K	Buy	18,343 +8,408	+85%	+$303K	0.06%	181
2025 Q2	$318K	Buy	+9,935	New	+$298K	0.03%	237

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

Fiduciary Group's CADE Position: Q1 2026 in Review

Fiduciary Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 20,735 shares — an estimated $888K sold.

Fiduciary Group first reported a position in CADE in Q2 2025 and held it in 3 quarters. The position peaked at $888K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Fiduciary Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Fiduciary Group sold 20,735 Cadence Bank shares in Q1 2026, an estimated $888K.
Fiduciary Group first reported a position in Cadence Bank in Q2 2025 and held it in 3 quarters.
Fiduciary Group's Cadence Bank position peaked at $888K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.