Freestone Grove Partners’s Cadence Bank CADE Stock Holding History

Freestone Grove Partners’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	-311,017	Closed	-$13.3M	–	1004
2025 Q4	$13.3M	Sell	311,017 -68,196	-18%	-$2.7M	0.1%	258
2025 Q3	$14.2M	Buy	+379,213	New	+$13.7M	0.11%	252

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

Freestone Grove Partners's CADE Position: Q1 2026 in Review

Freestone Grove Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 311,017 shares — an estimated $13.3M sold.

Freestone Grove Partners first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $14.2M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Freestone Grove Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Freestone Grove Partners sold 311,017 Cadence Bank shares in Q1 2026, an estimated $13.3M.
Freestone Grove Partners first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Freestone Grove Partners's Cadence Bank position peaked at $14.2M in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

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