Homestead Advisers’s Cadence Bank CADE Stock Holding History

Homestead Advisers’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 Q4	–	Sell	-147,150	Closed	-$5.52M	–	108
2025 Q3	$5.52M	Hold	147,150	–	–	0.13%	63
2025 Q2	$4.71M	Sell	147,150 -10,300	-7%	-$309K	0.11%	71
2025 Q1	$4.78M	Buy	157,450 +20,700	+15%	+$686K	0.12%	70
2024 Q4	$4.71M	Hold	136,750	–	–	0.11%	75
2024 Q3	$4.36M	Hold	136,750	–	–	0.1%	73
2024 Q2	$3.87M	Hold	136,750	–	–	0.1%	75
2024 Q1	$3.97M	Hold	136,750	–	–	0.09%	75
2023 Q4	$4.05M	Hold	136,750	–	–	0.1%	79
2023 Q3	$2.9M	Hold	136,750	–	–	0.08%	84
2023 Q2	$2.69M	Buy	136,750 +12,000	+10%	+$237K	0.07%	87
2023 Q1	$2.59M	Sell	124,750 -20,500	-14%	-$510K	0.07%	89
2022 Q4	$3.58M	Hold	145,250	–	–	0.1%	80
2022 Q3	$3.69M	Hold	145,250	–	–	0.11%	74
2022 Q2	$3.41M	Hold	145,250	–	–	0.1%	80
2022 Q1	$4.25M	Hold	145,250	–	–	0.1%	78
2021 Q4	$4.33M	Buy	+145,250	New	+$4.39M	0.1%	82

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Homestead Advisers's CADE Position: Q4 2025 in Review

Homestead Advisers sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 147,150 shares — an estimated $5.52M sold.

Homestead Advisers first reported a position in CADE in Q4 2021 and held it in 16 quarters. The position peaked at $5.52M in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

Homestead Advisers reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
Homestead Advisers sold 147,150 Cadence Bank shares in Q4 2025, an estimated $5.52M.
Homestead Advisers first reported a position in Cadence Bank in Q4 2021 and held it in 16 quarters.
Homestead Advisers's Cadence Bank position peaked at $5.52M in Q3 2025.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Homestead Advisers's 13F filing for Q4 2025, filed 10 Feb 2026.