Financial Management Professionals’s Cadence Bank CADE Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-2	Closed	-$69	–	1002
2024 Q4	$69	Hold	2	–	–	﹤0.01%	975
2024 Q3	$0	Buy	+2	New	+$62	﹤0.01%	939
2023 Q2	–	Sell	-23	Closed	–	–	937
2023 Q1	$0	Buy	+23	New	+$572	﹤0.01%	1009
2022 Q2	–	Sell	-22	Closed	-$1K	–	947
2022 Q1	$1K	Buy	+22	New	+$686	﹤0.01%	847
2021 Q4	–	Sell	-21	Closed	-$1K	–	966
2021 Q3	$1K	Buy	+21	New	+$586	﹤0.01%	785

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Financial Management Professionals's CADE Position: Q1 2025 in Review

Financial Management Professionals sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 2 shares — an estimated $69 sold.

Financial Management Professionals first reported a position in CADE in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

Financial Management Professionals reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
Financial Management Professionals sold 2 Cadence Bank shares in Q1 2025, an estimated $69.
Financial Management Professionals first reported a position in Cadence Bank in Q3 2021 and held it in 5 quarters.
Financial Management Professionals's Cadence Bank position peaked at $1K in Q1 2022.
352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.