Global Retirement Partners’s Cadence Bank CADE Stock Holding History

Global Retirement 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
2025 Q4	$9.18K	Buy	214 +21	+11%	+$832	﹤0.01%	3194
2025 Q3	$7.25K	Buy	193 +1	+0.5%	+$36	﹤0.01%	2829
2025 Q2	$6.13K	Buy	+192	New	+$5.75K	﹤0.01%	2816
2024 Q4	$17.2K	Buy	498 +376	+308%	+$13.2K	﹤0.01%	2171
2024 Q3	$3.89K	Sell	122 -273	-69%	-$8.46K	﹤0.01%	2677
2024 Q2	$11.2K	Buy	395 +383	+3,192%	+$10.8K	﹤0.01%	2270
2024 Q1	$348	Hold	12	–	–	﹤0.01%	3199
2023 Q4	$332	Buy	+12	New	+$293	﹤0.01%	3163
2023 Q3	–	Sell	-105	Closed	-$2.06K	–	3261
2023 Q2	$2.06K	Hold	105	–	–	﹤0.01%	2540
2023 Q1	$1.94K	Hold	105	–	–	﹤0.01%	2518
2022 Q4	$2.59K	Hold	105	–	–	﹤0.01%	2263
2022 Q3	$3K	Buy	105 +33	+46%	+$847	﹤0.01%	2072
2022 Q2	$2K	Hold	72	–	–	﹤0.01%	2164
2022 Q1	$2K	Buy	+72	New	+$2.25K	﹤0.01%	2145

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Global Retirement Partners's CADE Position: Q4 2025 in Review

Global Retirement Partners increased its Cadence Bank (CADE) stake by 11% in Q4 2025, buying an estimated $832 and bringing the position to 214 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3194.

Global Retirement Partners first reported a position in CADE in Q1 2022 and has held it in 14 quarters since. The position peaked at $17.2K in Q4 2024. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

Global Retirement Partners held 214 shares of Cadence Bank worth $9.18K as of Q4 2025.
Global Retirement Partners bought 21 Cadence Bank shares in Q4 2025, an estimated $832.
Cadence Bank made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3194 holding.
Global Retirement Partners first reported a position in Cadence Bank in Q1 2022 and has held it in 14 quarters since.
Global Retirement Partners's Cadence Bank position peaked at $17.2K in Q4 2024.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.