GC
CADE

Guggenheim Capital’s Cadence Bank CADE Stock Holding History

Guggenheim Capital’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
-5,783
Closed -$248K – 1631
2025
Q4 		$248K Sell
5,783
-988
-15% -$39.1K ﹤0.01% 1609
2025
Q3 		$254K Sell
6,771
-5,211
-43% -$188K ﹤0.01% 1444
2025
Q2 		$383K Buy
11,982
+1,036
+9% +$31.1K ﹤0.01% 1303
2025
Q1 		$332K Buy
+10,946
New +$363K ﹤0.01% 1382
2024
Q3 		– Sell
-12,445
Closed -$352K – 1872
2024
Q2 		$352K Sell
12,445
-271
-2% -$7.63K ﹤0.01% 1588
2024
Q1 		$369K Buy
12,716
+5,661
+80% +$157K ﹤0.01% 1589
2023
Q4 		$209K Buy
+7,055
New +$172K ﹤0.01% 1795
2023
Q3 		– Sell
-10,671
Closed -$210K – 1846
2023
Q2 		$210K Buy
+10,671
New +$211K ﹤0.01% 1767
2022
Q4 		– Sell
-11,564
Closed -$294K – 1922
2022
Q3 		$294K Sell
11,564
-4,158
-26% -$107K ﹤0.01% 1664
2022
Q2 		$369K Sell
15,722
-5,879
-27% -$151K ﹤0.01% 1702
2022
Q1 		$632K Buy
21,601
+4,372
+25% +$136K ﹤0.01% 1586
2021
Q4 		$513K Sell
17,229
-10,534
-38% -$318K ﹤0.01% 1680
2021
Q3 		$827K Sell
27,763
-14,081
-34% -$393K 0.01% 1516
2021
Q2 		$1.19M Sell
41,844
-1,353
-3% -$41K 0.01% 1394
2021
Q1 		$1.4M Buy
43,197
+17,677
+69% +$545K 0.01% 1218
2020
Q4 		$700K Buy
+25,520
New +$645K ﹤0.01% 1499
2019
Q1 		– Sell
-52,037
Closed -$1.36M – 2169
2018
Q4 		$1.36M Sell
52,037
-3,133
-6% -$91.1K 0.01% 1235
2018
Q3 		$1.8M Buy
55,170
+1,373
+3% +$46.6K 0.01% 1294
2018
Q2 		$1.77M Sell
53,797
-13,236
-20% -$443K 0.01% 1320
2018
Q1 		$2.13M Sell
67,033
-5,175
-7% -$170K 0.01% 1588
2017
Q4 		$2.27M Buy
72,208
+5,134
+8% +$165K 0.01% 1579
2017
Q3 		$2.15M Buy
67,074
+44,963
+203% +$1.35M 0.01% 1612
2017
Q2 		$675K Sell
22,111
-4,451
-17% -$133K ﹤0.01% 2295
2017
Q1 		$803K Sell
26,562
-2,612
-9% -$80.1K ﹤0.01% 2209
2016
Q4 		$906K Buy
29,174
+8,255
+39% +$221K ﹤0.01% 2195
2016
Q3 		$485K Sell
20,919
-2,553
-11% -$60.7K ﹤0.01% 2396
2016
Q2 		$533K Sell
23,472
-236,351
-91% -$5.34M ﹤0.01% 2354
2016
Q1 		$5.54M Buy
259,823
+247,348
+1,983% +$5.14M 0.02% 939
2015
Q4 		$299K Buy
+12,475
New +$313K ﹤0.01% 2657
2015
Q3 		– Sell
-24,973
Closed -$644K – 2964
2015
Q2 		$644K Buy
24,973
+5,710
+30% +$141K ﹤0.01% 2440
2015
Q1 		$447K Buy
19,263
+3,286
+21% +$71.6K ﹤0.01% 2562
2014
Q4 		$360K Sell
15,977
-806,785
-98% -$17.5M ﹤0.01% 2628
2014
Q3 		$16.6M Sell
822,762
-24,004
-3% -$521K 0.04% 715
2014
Q2 		$20.8M Sell
846,766
-87,056
-9% -$2.07M 0.05% 648
2014
Q1 		$23.3M Buy
933,822
+26,981
+3% +$657K 0.07% 533
2013
Q4 		$23.1M Buy
906,841
+850,531
+1,510% +$19.4M 0.07% 498
2013
Q3 		$1.12M Sell
56,310
-2,623
-4% -$51.5K ﹤0.01% 2031
2013
Q2 		$1.04M Buy
+58,933
New +$972K ﹤0.01% 2009

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

Guggenheim Capital's CADE Position: Q1 2026 in Review

Guggenheim Capital sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,783 shares — an estimated $248K sold.

Guggenheim Capital first reported a position in CADE in Q2 2013 and held it in 38 quarters. The position peaked at $23.3M in Q1 2014. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Guggenheim Capital reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Guggenheim Capital sold 5,783 Cadence Bank shares in Q1 2026, an estimated $248K.
  • Guggenheim Capital first reported a position in Cadence Bank in Q2 2013 and held it in 38 quarters.
  • Guggenheim Capital's Cadence Bank position peaked at $23.3M in Q1 2014.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.