Harbour Investments’s Cadence Bank CADE Stock Holding History

Harbour Investments’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	-8	Closed	-$343	–	4682
2025 Q4	$343	Buy	+8	New	+$317	﹤0.01%	3603

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments's CADE Position: Q1 2026 in Review

Harbour Investments sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 8 shares — an estimated $343 sold.

Harbour Investments first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $343 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Harbour Investments reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Harbour Investments sold 8 Cadence Bank shares in Q1 2026, an estimated $343.
Harbour Investments first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Harbour Investments's Cadence Bank position peaked at $343 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.