PWMAI
CADE

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Cadence Bank CADE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q3 		– Sell
-6,043
Closed -$117K – 270
2023
Q2 		$117K Buy
+6,043
New +$119K 0.09% 117

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CADE Position: Q3 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Cadence Bank (CADE) in Q3 2023, closing a stake of 6,043 shares — an estimated $117K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CADE in Q2 2023 and held it in 1 quarter. The position peaked at $117K in Q2 2023. 255 funds tracked by Wall St. Rank hold CADE as of Q3 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Cadence Bank position as of Q3 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 6,043 Cadence Bank shares in Q3 2023, an estimated $117K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Cadence Bank in Q2 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Cadence Bank position peaked at $117K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2023, filed 7 Aug 2026.