HR
CADE

Hardy Reed’s Cadence Bank CADE Stock Holding History

Hardy Reed’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
-205,378
Closed -$8.8M – 245
2025
Q4 		$8.8M Sell
205,378
-264
-0.1% -$10.5K 0.63% 24
2025
Q3 		$7.72M Hold
205,642
– – 0.57% 27
2025
Q2 		$6.58M Sell
205,642
-300
-0.1% -$8.99K 0.53% 26
2025
Q1 		$6.25M Sell
205,942
-2,800
-1% -$92.8K 0.55% 25
2024
Q4 		$7.19M Hold
208,742
– – 0.63% 22
2024
Q3 		$6.65M Sell
208,742
-86
-0% -$2.66K 0.6% 25
2024
Q2 		$5.91M Hold
208,828
– – 0.59% 26
2024
Q1 		$6.06M Sell
208,828
-532
-0.3% -$14.8K 0.75% 20
2023
Q4 		$6.19M Buy
209,360
+199,800
+2,090% +$4.87M 0.84% 18
2023
Q3 		$203K Buy
+9,560
New +$216K 0.04% 103
2023
Q1 		– Sell
-38,537
Closed -$950K – 112
2022
Q4 		$950K Sell
38,537
-99
-0.3% -$2.66K 0.18% 40
2022
Q3 		$982K Buy
38,636
+25,531
+195% +$656K 0.22% 30
2022
Q2 		$308K Buy
13,105
+35
+0.3% +$901 0.07% 63
2022
Q1 		$382K Hold
13,070
– – 0.07% 56
2021
Q4 		$389K Sell
13,070
-9,074
-41% -$274K 0.06% 72
2021
Q3 		$659K Buy
22,144
+3,092
+16% +$86.2K 0.12% 50
2021
Q2 		$540K Hold
19,052
– – 0.1% 52
2021
Q1 		$619K Sell
19,052
-9,698
-34% -$299K 0.12% 47
2020
Q4 		$789K Hold
28,750
– – 0.16% 40
2020
Q3 		$557K Buy
28,750
+18,876
+191% +$403K 0.14% 45
2020
Q2 		$225K Buy
+9,874
New +$209K 0.08% 71
2020
Q1 		– Sell
-11,320
Closed -$356K – 66
2019
Q4 		$356K Buy
11,320
+3,513
+45% +$108K 0.13% 47
2019
Q3 		$231K Buy
7,807
+618
+9% +$17.6K 0.09% 58
2019
Q2 		$209K Hold
7,189
– – 0.08% 66
2019
Q1 		$203K Buy
+7,189
New +$213K 0.07% 62

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

Hardy Reed's CADE Position: Q1 2026 in Review

Hardy Reed sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 205,378 shares — an estimated $8.8M sold.

Hardy Reed first reported a position in CADE in Q1 2019 and held it in 25 quarters. The position peaked at $8.8M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Hardy Reed reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Hardy Reed sold 205,378 Cadence Bank shares in Q1 2026, an estimated $8.8M.
  • Hardy Reed first reported a position in Cadence Bank in Q1 2019 and held it in 25 quarters.
  • Hardy Reed's Cadence Bank position peaked at $8.8M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.