First City Capital Management’s Cadence Bank CADE Stock Holding History

First City Capital Management’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	-6,761	Closed	-$290K	–	161
2025 Q4	$290K	Buy	6,761 +1,242	+23%	+$49.2K	0.15%	133
2025 Q3	$207K	Buy	+5,519	New	+$199K	0.11%	149
2016 Q2	–	Sell	-2,000	Closed	-$42.6K	–	194
2016 Q1	$42.6K	Hold	2,000	–	–	0.03%	302
2015 Q4	$48K	Sell	2,000 -500	-20%	-$12.5K	0.03%	296
2015 Q3	$59.4K	Hold	2,500	–	–	0.04%	271
2015 Q2	$64.4K	Hold	2,500	–	–	0.04%	260
2015 Q1	$58K	Hold	2,500	–	–	0.04%	260
2014 Q4	$56.3K	Hold	2,500	–	–	0.04%	270
2014 Q3	$50.4K	Hold	2,500	–	–	0.04%	274
2014 Q2	$61.4K	Hold	2,500	–	–	0.04%	262
2014 Q1	$62.4K	Buy	+2,500	New	+$60.9K	0.04%	254

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

First City Capital Management's CADE Position: Q1 2026 in Review

First City Capital Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,761 shares — an estimated $290K sold.

First City Capital Management first reported a position in CADE in Q1 2014 and held it in 11 quarters. The position peaked at $290K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

First City Capital Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
First City Capital Management sold 6,761 Cadence Bank shares in Q1 2026, an estimated $290K.
First City Capital Management first reported a position in Cadence Bank in Q1 2014 and held it in 11 quarters.
First City Capital Management's Cadence Bank position peaked at $290K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on First City Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.