HWM
CADE

HB Wealth Management’s Cadence Bank CADE Stock Holding History

HB Wealth 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
-8,168
Closed -$350K – 1555
2025
Q4 		$350K Buy
+8,168
New +$324K ﹤0.01% 1062

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

HB Wealth Management's CADE Position: Q1 2026 in Review

HB Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 8,168 shares — an estimated $350K sold.

HB Wealth Management first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $350K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • HB Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 8,168 Cadence Bank shares in Q1 2026, an estimated $350K.
  • HB Wealth Management first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
  • HB Wealth Management's Cadence Bank position peaked at $350K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.