I
CADE

InceptionR’s Cadence Bank CADE Stock Holding History

InceptionR’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
-26,867
Closed -$816K – 668
2025
Q1 		$816K Buy
+26,867
New +$890K 0.24% 155
2024
Q4 		– Sell
-18,436
Closed -$587K – 643
2024
Q3 		$587K Buy
+18,436
New +$571K 0.14% 279
2023
Q1 		– Sell
-14,968
Closed -$369K – 445
2022
Q4 		$369K Buy
+14,968
New +$402K 0.19% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

InceptionR's CADE Position: Q2 2025 in Review

InceptionR sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 26,867 shares — an estimated $816K sold.

InceptionR first reported a position in CADE in Q4 2022 and held it in 3 quarters. The position peaked at $816K in Q1 2025. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

  • InceptionR reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
  • InceptionR sold 26,867 Cadence Bank shares in Q2 2025, an estimated $816K.
  • InceptionR first reported a position in Cadence Bank in Q4 2022 and held it in 3 quarters.
  • InceptionR's Cadence Bank position peaked at $816K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.