HRT Financial’s Cadence Bank CADE Stock Holding History

HRT Financial’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 Q2	–	Sell	-30,789	Closed	-$934K	–	2690
2025 Q1	$934K	Buy	+30,789	New	+$1.02M	0.01%	1140
2024 Q4	–	Sell	-6,443	Closed	-$205K	–	2485
2024 Q3	$205K	Buy	+6,443	New	+$200K	﹤0.01%	1965
2023 Q4	–	Sell	-21,757	Closed	-$461K	–	2366
2023 Q3	$461K	Buy	+21,757	New	+$491K	﹤0.01%	1448
2022 Q4	–	Sell	-21,930	Closed	-$557K	–	2516
2022 Q3	$557K	Sell	21,930 -95,918	-81%	-$2.46M	0.01%	1366
2022 Q2	$2.77M	Sell	117,848 -106,823	-48%	-$2.75M	0.03%	450
2022 Q1	$6.57M	Buy	+224,671	New	+$7.01M	0.05%	217
2021 Q2	–	Sell	-33,571	Closed	-$1.09M	–	2894
2021 Q1	$1.09M	Buy	+33,571	New	+$1.04M	0.01%	1037
2020 Q4	–	Sell	-60,827	Closed	-$1.18M	–	1891
2020 Q3	$1.18M	Buy	+60,827	New	+$1.3M	0.03%	439
2019 Q4	–	Sell	-8,257	Closed	-$244K	–	1185
2019 Q3	$244K	Buy	+8,257	New	+$236K	0.01%	1051

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HRT Financial's CADE Position: Q2 2025 in Review

HRT Financial sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 30,789 shares — an estimated $934K sold.

HRT Financial first reported a position in CADE in Q3 2019 and held it in 9 quarters. The position peaked at $6.57M in Q1 2022. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

HRT Financial reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
HRT Financial sold 30,789 Cadence Bank shares in Q2 2025, an estimated $934K.
HRT Financial first reported a position in Cadence Bank in Q3 2019 and held it in 9 quarters.
HRT Financial's Cadence Bank position peaked at $6.57M in Q1 2022.
360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.