GJWM
CADE

Gilliland Jeter Wealth Management’s Cadence Bank CADE Stock Holding History

Gilliland Jeter Wealth 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
-34,049
Closed -$1.46M – 185
2025
Q4 		$1.46M Sell
34,049
-170
-0.5% -$6.73K 0.44% 51
2025
Q3 		$1.28M Sell
34,219
-316
-0.9% -$11.4K 0.4% 54
2025
Q2 		$1.1M Buy
34,535
+19
+0.1% +$569 0.36% 62
2025
Q1 		$1.05M Buy
34,516
+2,267
+7% +$75.1K 0.37% 61
2024
Q4 		$1.11M Sell
32,249
-252
-0.8% -$8.86K 0.38% 58
2024
Q3 		$1.04M Sell
32,501
-178
-0.5% -$5.51K 0.33% 67
2024
Q2 		$924K Sell
32,679
-881
-3% -$24.8K 0.31% 69
2024
Q1 		$973K Buy
33,560
+254
+0.8% +$7.06K 0.34% 67
2023
Q4 		$986K Buy
+33,306
New +$813K 0.41% 68

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

Gilliland Jeter Wealth Management's CADE Position: Q1 2026 in Review

Gilliland Jeter Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 34,049 shares — an estimated $1.46M sold.

Gilliland Jeter Wealth Management first reported a position in CADE in Q4 2023 and held it in 9 quarters. The position peaked at $1.46M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Gilliland Jeter Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 34,049 Cadence Bank shares in Q1 2026, an estimated $1.46M.
  • Gilliland Jeter Wealth Management first reported a position in Cadence Bank in Q4 2023 and held it in 9 quarters.
  • Gilliland Jeter Wealth Management's Cadence Bank position peaked at $1.46M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.