Focus Partners Wealth
CADE

Focus Partners Wealth’s Cadence Bank CADE Stock Holding History

Focus Partners Wealth’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
-6,258
Closed -$239K – 2677
2025
Q4 		$239K Buy
6,258
+588
+10% +$23.3K ﹤0.01% 2355
2025
Q3 		$214K Buy
+5,670
New +$204K ﹤0.01% 2025

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Focus Partners Wealth's CADE Position: Q1 2026 in Review

Focus Partners Wealth sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,258 shares — an estimated $239K sold.

Focus Partners Wealth first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $239K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Focus Partners Wealth reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 6,258 Cadence Bank shares in Q1 2026, an estimated $239K.
  • Focus Partners Wealth first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Cadence Bank position peaked at $239K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.