FORA Capital’s Cadence Bank CADE Stock Holding History

FORA Capital’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	-20,750	Closed	-$889K	–	446
2025 Q4	$889K	Buy	+20,750	New	+$822K	0.11%	218
2025 Q3	–	Sell	-10,900	Closed	-$349K	–	505
2025 Q2	$349K	Buy	+10,900	New	+$327K	0.04%	382
2021 Q2	–	Sell	-476	Closed	-$15K	–	897
2021 Q1	$15K	Buy	+476	New	+$14.7K	﹤0.01%	724
2020 Q2	–	Sell	-4,170	Closed	-$79K	–	929
2020 Q1	$79K	Buy	4,170 +2,048	+97%	+$54.1K	0.02%	664
2019 Q4	$67K	Buy	+2,122	New	+$65.5K	0.01%	842

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

FORA Capital's CADE Position: Q1 2026 in Review

FORA Capital sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 20,750 shares — an estimated $889K sold.

FORA Capital first reported a position in CADE in Q4 2019 and held it in 5 quarters. The position peaked at $889K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

FORA Capital reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 20,750 Cadence Bank shares in Q1 2026, an estimated $889K.
FORA Capital first reported a position in Cadence Bank in Q4 2019 and held it in 5 quarters.
FORA Capital's Cadence Bank position peaked at $889K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.