Forum Financial Management’s Cadence Bank CADE Stock Holding History

Forum Financial Management’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	-7,064	Closed	-$303K	–	436
2025 Q4	$303K	Hold	7,064	–	–	﹤0.01%	743
2025 Q3	$265K	Buy	7,064 +9	+0.1%	+$324	﹤0.01%	806
2025 Q2	$226K	Buy	7,055 +458	+7%	+$13.7K	﹤0.01%	835
2025 Q1	$200K	Buy	6,597 +319	+5%	+$10.6K	﹤0.01%	826
2024 Q4	$216K	Buy	+6,278	New	+$221K	﹤0.01%	808

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

Forum Financial Management's CADE Position: Q1 2026 in Review

Forum Financial Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 7,064 shares — an estimated $303K sold.

Forum Financial Management first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $303K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Forum Financial Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 7,064 Cadence Bank shares in Q1 2026, an estimated $303K.
Forum Financial Management first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
Forum Financial Management's Cadence Bank position peaked at $303K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.