First Horizon Advisors’s Cadence Bank CADE Stock Holding History

First Horizon 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
2025 Q2	$3.61K	Sell	113 -20	-15%	-$599	﹤0.01%	1911
2025 Q1	$4.06K	Hold	133	–	–	﹤0.01%	1848
2024 Q4	$4.6K	Sell	133 -12	-8%	-$422	﹤0.01%	1817
2024 Q3	$4.63K	Hold	145	–	–	﹤0.01%	1819
2024 Q2	$4.1K	Buy	145 +1	+0.7%	+$28	﹤0.01%	1809
2024 Q1	$4.2K	Hold	144	–	–	﹤0.01%	1852
2023 Q4	$4.28K	Hold	144	–	–	﹤0.01%	1835
2023 Q3	$3.06K	Buy	144 +1	+0.7%	+$23	﹤0.01%	1880
2023 Q2	$2.83K	Hold	143	–	–	﹤0.01%	1972
2023 Q1	$2.98K	Hold	143	–	–	﹤0.01%	1980
2022 Q4	$3.53K	Hold	143	–	–	﹤0.01%	1893
2022 Q3	$3K	Sell	143 -6,820	-98%	-$175K	﹤0.01%	1875
2022 Q2	$163K	Hold	6,963	–	–	0.01%	505
2022 Q1	$204K	Buy	6,963 +6,850	+6,062%	+$214K	0.01%	385
2021 Q4	$3K	Buy	+113	New	+$3.41K	﹤0.01%	1860
2018 Q4	–	Sell	-1,000	Closed	-$32K	–	1506
2018 Q3	$32K	Hold	1,000	–	–	﹤0.01%	710
2018 Q2	$32K	Hold	1,000	–	–	﹤0.01%	719
2018 Q1	$31K	Buy	+1,000	New	+$32.9K	﹤0.01%	635
2017 Q2	–	Sell	-173	Closed	-$5K	–	1412
2017 Q1	$5K	Buy	+173	New	+$5.31K	﹤0.01%	1196
2016 Q2	–	Sell	-600	Closed	-$13K	–	1331
2016 Q1	$13K	Hold	600	–	–	﹤0.01%	914
2015 Q4	$14K	Hold	600	–	–	﹤0.01%	832
2015 Q3	$14K	Buy	+600	New	+$14.8K	﹤0.01%	895
2014 Q3	–	Sell	-1,360	Closed	-$33K	–	1502
2014 Q2	$33K	Sell	1,360 -2,487	-65%	-$59.1K	﹤0.01%	666
2014 Q1	$96K	Buy	3,847 +2,487	+183%	+$60.6K	0.01%	406
2013 Q4	$35K	Hold	1,360	–	–	0.01%	566
2013 Q3	$27K	Buy	+1,360	New	+$26.7K	﹤0.01%	586

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

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

SAM

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

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

First Horizon Advisors's CADE Position: Q2 2025 in Review

First Horizon Advisors reduced its Cadence Bank (CADE) stake by 15% in Q2 2025, selling an estimated $599 and leaving 113 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

First Horizon Advisors first reported a position in CADE in Q3 2013 and has held it in 26 quarters since. The position peaked at $204K in Q1 2022. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

First Horizon Advisors held 113 shares of Cadence Bank worth $3.61K as of Q2 2025.
First Horizon Advisors sold 20 Cadence Bank shares in Q2 2025, an estimated $599.
Cadence Bank made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1911 holding.
First Horizon Advisors first reported a position in Cadence Bank in Q3 2013 and has held it in 26 quarters since.
First Horizon Advisors's Cadence Bank position peaked at $204K in Q1 2022.
360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.