Intergy Private Wealth’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-14,213
| Closed | -$609K | – | 124 |
|
|
2025
Q4 | $609K | Sell |
14,213
-35
| -0.2% | -$1.39K | 0.18% | 61 |
|
|
2025
Q3 | $535K | Sell |
14,248
-175
| -1% | -$6.31K | 0.17% | 62 |
|
|
2025
Q2 | $461K | Sell |
14,423
-1,113
| -7% | -$33.4K | 0.16% | 64 |
|
|
2025
Q1 | $472K | Sell |
15,536
-966
| -6% | -$32K | 0.18% | 61 |
|
|
2024
Q4 | $568K | Sell |
16,502
-385
| -2% | -$13.5K | 0.21% | 61 |
|
|
2024
Q3 | $538K | Sell |
16,887
-193
| -1% | -$5.98K | 0.2% | 58 |
|
|
2024
Q2 | $483K | Sell |
17,080
-700
| -4% | -$19.7K | 0.2% | 57 |
|
|
2024
Q1 | $516K | Sell |
17,780
-586
| -3% | -$16.3K | 0.21% | 61 |
|
|
2023
Q4 | $543K | Sell |
18,366
-851
| -4% | -$20.8K | 0.23% | 52 |
|
|
2023
Q3 | $408K | Sell |
19,217
-1,750
| -8% | -$39.5K | 0.2% | 55 |
|
|
2023
Q2 | $412K | Hold |
20,967
| – | – | 0.2% | 56 |
|
|
2023
Q1 | $435K | Hold |
20,967
| – | – | 0.24% | 48 |
|
|
2022
Q4 | $517K | Sell |
20,967
-567
| -3% | -$15.2K | 0.32% | 45 |
|
|
2022
Q3 | $547K | Hold |
21,534
| – | – | 0.39% | 44 |
|
|
2022
Q2 | $506K | Sell |
21,534
-220
| -1% | -$5.66K | 0.4% | 37 |
|
|
2022
Q1 | $637K | Buy |
21,754
+28
| +0.1% | +$873 | 0.44% | 33 |
|
|
2021
Q4 | $647K | Buy |
+21,726
| New | +$656K | 0.51% | 33 |
|
Other funds holding CADE
Intergy Private Wealth's CADE Position: Q1 2026 in Review
Intergy Private Wealth sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 14,213 shares — an estimated $609K sold.
Intergy Private Wealth first reported a position in CADE in Q4 2021 and held it in 17 quarters. The position peaked at $647K in Q4 2021. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Intergy Private Wealth reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Intergy Private Wealth sold 14,213 Cadence Bank shares in Q1 2026, an estimated $609K.
- Intergy Private Wealth first reported a position in Cadence Bank in Q4 2021 and held it in 17 quarters.
- Intergy Private Wealth's Cadence Bank position peaked at $647K in Q4 2021.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Intergy Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.