Focus Partners Advisor Solutions’s Cadence Bank CADE Stock Holding History

Focus Partners Advisor Solutions’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	-15,843	Closed	-$679K	–	1260
2025 Q4	$679K	Sell	15,843 -2,825	-15%	-$112K	0.01%	620
2025 Q3	$699K	Sell	18,668 -686	-4%	-$24.7K	0.01%	643
2025 Q2	$619K	Sell	19,354 -1,307	-6%	-$39.2K	0.01%	601
2025 Q1	$627K	Buy	20,661 +622	+3%	+$20.6K	0.01%	525
2024 Q4	$690K	Buy	+20,039	New	+$705K	0.01%	403

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

Focus Partners Advisor Solutions's CADE Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 15,843 shares — an estimated $679K sold.

Focus Partners Advisor Solutions first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $699K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Focus Partners Advisor Solutions reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 15,843 Cadence Bank shares in Q1 2026, an estimated $679K.
Focus Partners Advisor Solutions first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
Focus Partners Advisor Solutions's Cadence Bank position peaked at $699K in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.