HWM
CADE

Hemington Wealth Management’s Cadence Bank CADE Stock Holding History

Hemington 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
2025
Q3 		$8K Buy
225
+18
+9% +$649 ﹤0.01% 954
2025
Q2 		$6K Buy
207
+30
+17% +$899 ﹤0.01% 1027
2025
Q1 		$5K Buy
177
+17
+11% +$563 ﹤0.01% 1024
2024
Q4 		$5K Buy
160
+58
+57% +$2.04K ﹤0.01% 995
2024
Q3 		$3K Buy
+102
New +$3.16K ﹤0.01% 1054

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Hemington Wealth Management's CADE Position: Q3 2025 in Review

Hemington Wealth Management increased its Cadence Bank (CADE) stake by 8.7% in Q3 2025, buying an estimated $649 and bringing the position to 225 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Hemington Wealth Management first reported a position in CADE in Q3 2024 and has held it in 5 quarters since. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

  • Hemington Wealth Management held 225 shares of Cadence Bank worth $8K as of Q3 2025.
  • Hemington Wealth Management bought 18 Cadence Bank shares in Q3 2025, an estimated $649.
  • Cadence Bank made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #954 holding.
  • Hemington Wealth Management first reported a position in Cadence Bank in Q3 2024 and has held it in 5 quarters since.
  • 399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.