HFM Investment Advisors’s Cadence Bank CADE Stock Holding History

HFM Investment Advisors’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	-12	Closed	-$515	–	1223
2025 Q4	$515	Hold	12	–	–	﹤0.01%	710
2025 Q3	$450	Hold	12	–	–	﹤0.01%	710
2025 Q2	$384	Buy	12 +8	+200%	+$240	﹤0.01%	756
2025 Q1	$122	Buy	+4	New	+$133	﹤0.01%	797

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

HFM Investment Advisors's CADE Position: Q1 2026 in Review

HFM Investment Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 12 shares — an estimated $515 sold.

HFM Investment Advisors first reported a position in CADE in Q1 2025 and held it in 4 quarters. The position peaked at $515 in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

HFM Investment Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
HFM Investment Advisors sold 12 Cadence Bank shares in Q1 2026, an estimated $515.
HFM Investment Advisors first reported a position in Cadence Bank in Q1 2025 and held it in 4 quarters.
HFM Investment Advisors's Cadence Bank position peaked at $515 in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.