HFF
CADE

Halter Ferguson Financial’s Cadence Bank CADE Stock Holding History

Halter Ferguson Financial’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
-102,161
Closed -$4.38M – 40
2025
Q4 		$4.38M Hold
102,161
– – 0.96% 13
2025
Q3 		$3.84M Hold
102,161
– – 0.88% 11
2025
Q2 		$3.27M Hold
102,161
– – 1.14% 11
2025
Q1 		$3.1M Hold
102,161
– – 1.59% 8
2024
Q4 		$3.52M Hold
102,161
– – 1.44% 10
2024
Q3 		$3.25M Hold
102,161
– – 1.73% 9
2024
Q2 		$2.89M Hold
102,161
– – 2.05% 10
2024
Q1 		$2.96M Hold
102,161
– – 2.29% 11
2023
Q4 		$3.02M Buy
+102,161
New +$2.49M 1.93% 12

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

Halter Ferguson Financial's CADE Position: Q1 2026 in Review

Halter Ferguson Financial sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 102,161 shares — an estimated $4.38M sold.

Halter Ferguson Financial first reported a position in CADE in Q4 2023 and held it in 9 quarters. The position peaked at $4.38M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Halter Ferguson Financial reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Halter Ferguson Financial sold 102,161 Cadence Bank shares in Q1 2026, an estimated $4.38M.
  • Halter Ferguson Financial first reported a position in Cadence Bank in Q4 2023 and held it in 9 quarters.
  • Halter Ferguson Financial's Cadence Bank position peaked at $4.38M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Halter Ferguson Financial's 13F filing for Q1 2026, filed 28 Apr 2026.