High Note Wealth’s Cadence Bank CADE Stock Holding History

High Note Wealth’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	-153	Closed	-$6.55K	–	950
2025 Q4	$6.55K	Hold	153	–	–	﹤0.01%	418
2025 Q3	$5.74K	Hold	153	–	–	﹤0.01%	415
2025 Q2	$4.89K	Sell	153 -2	-1%	-$60	﹤0.01%	429
2025 Q1	$4.71K	Hold	155	–	–	﹤0.01%	441
2024 Q4	$5.34K	Buy	+155	New	+$5.45K	﹤0.01%	411

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

High Note Wealth's CADE Position: Q1 2026 in Review

High Note Wealth sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 153 shares — an estimated $6.55K sold.

High Note Wealth first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $6.55K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

High Note Wealth reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
High Note Wealth sold 153 Cadence Bank shares in Q1 2026, an estimated $6.55K.
High Note Wealth first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
High Note Wealth's Cadence Bank position peaked at $6.55K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.