HHM Wealth Advisors’s Cadence Bank CADE Stock Holding History

HHM Wealth 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	-4,245	Closed	-$182K	–	881
2025 Q4	$182K	Hold	4,245	–	–	0.02%	207
2025 Q3	$159K	Buy	+4,245	New	+$153K	0.02%	231

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

HHM Wealth Advisors's CADE Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 4,245 shares — an estimated $182K sold.

HHM Wealth Advisors first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $182K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

HHM Wealth Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 4,245 Cadence Bank shares in Q1 2026, an estimated $182K.
HHM Wealth Advisors first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
HHM Wealth Advisors's Cadence Bank position peaked at $182K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.