GFPC
CADE

Global Financial Private Client’s Cadence Bank CADE Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-22
Closed -$668 – 423
2025
Q1 		$668 Buy
22
+12
+120% +$398 ﹤0.01% 1185
2024
Q4 		$345 Buy
+10
New +$352 ﹤0.01% 1064

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Global Financial Private Client's CADE Position: Q2 2025 in Review

Global Financial Private Client sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 22 shares — an estimated $668 sold.

Global Financial Private Client first reported a position in CADE in Q4 2024 and held it in 2 quarters. The position peaked at $668 in Q1 2025. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

  • Global Financial Private Client reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 22 Cadence Bank shares in Q2 2025, an estimated $668.
  • Global Financial Private Client first reported a position in Cadence Bank in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Cadence Bank position peaked at $668 in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.