IWC
CADE

Integrated Wealth Concepts’s Cadence Bank CADE Stock Holding History

Integrated Wealth Concepts’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
Q1 		– Sell
-6,398
Closed -$220K – 1757
2024
Q4 		$220K Sell
6,398
-2,869
-31% -$101K ﹤0.01% 1549
2024
Q3 		$295K Sell
9,267
-1,948
-17% -$60.3K ﹤0.01% 1355
2024
Q2 		$317K Buy
+11,215
New +$316K ﹤0.01% 1289

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Integrated Wealth Concepts's CADE Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 6,398 shares — an estimated $220K sold.

Integrated Wealth Concepts first reported a position in CADE in Q2 2024 and held it in 3 quarters. The position peaked at $317K in Q2 2024. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,398 Cadence Bank shares in Q1 2025, an estimated $220K.
  • Integrated Wealth Concepts first reported a position in Cadence Bank in Q2 2024 and held it in 3 quarters.
  • Integrated Wealth Concepts's Cadence Bank position peaked at $317K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.