Harvest Management’s Cadence Bank CADE Stock Holding History

Harvest Management’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	-55,000	Closed	-$2.36M	–	62
2025 Q4	$2.36M	Buy	+55,000	New	+$2.18M	0.76%	20

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 $4.82B AUM 20.19% 1-Year Est. Return

Harvest Management's CADE Position: Q1 2026 in Review

Harvest Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 55,000 shares — an estimated $2.36M sold.

Harvest Management first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $2.36M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Harvest Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Harvest Management sold 55,000 Cadence Bank shares in Q1 2026, an estimated $2.36M.
Harvest Management first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Harvest Management's Cadence Bank position peaked at $2.36M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Harvest Management's 13F filing for Q1 2026, filed 15 May 2026.