IWA
CADE

Icon Wealth Advisors’s Cadence Bank CADE Stock Holding History

Icon 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
2025
Q4 		– Sell
-3,780
Closed -$142K – 413
2025
Q3 		$142K Buy
3,780
+300
+9% +$10.8K 0.01% 434
2025
Q2 		$111K Buy
+3,480
New +$104K 0.01% 485

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Icon Wealth Advisors's CADE Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 3,780 shares — an estimated $142K sold.

Icon Wealth Advisors first reported a position in CADE in Q2 2025 and held it in 2 quarters. The position peaked at $142K in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,780 Cadence Bank shares in Q4 2025, an estimated $142K.
  • Icon Wealth Advisors first reported a position in Cadence Bank in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's Cadence Bank position peaked at $142K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.