IIM
CADE

Ironwood Investment Management’s Cadence Bank CADE Stock Holding History

Ironwood Investment Management’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
2026
Q1 		– Sell
-28,596
Closed -$1.23M – 180
2025
Q4 		$1.23M Sell
28,596
-58
-0.2% -$2.3K 0.52% 63
2025
Q3 		$1.08M Sell
28,654
-232
-0.8% -$8.36K 0.47% 70
2025
Q2 		$924K Sell
28,886
-1,104
-4% -$33.1K 0.45% 72
2025
Q1 		$910K Sell
29,990
-180
-0.6% -$5.96K 0.5% 67
2024
Q4 		$1.04M Buy
30,170
+354
+1% +$12.5K 0.52% 67
2024
Q3 		$950K Buy
29,816
+302
+1% +$9.35K 0.46% 74
2024
Q2 		$835K Buy
29,514
+123
+0.4% +$3.46K 0.45% 75
2024
Q1 		$852K Sell
29,391
-488
-2% -$13.6K 0.42% 70
2023
Q4 		$884K Sell
29,879
-177
-0.6% -$4.32K 0.46% 63
2023
Q3 		$638K Buy
30,056
+237
+0.8% +$5.35K 0.39% 75
2023
Q2 		$586K Sell
29,819
-1,831
-6% -$36.1K 0.34% 85
2023
Q1 		$657K Buy
31,650
+238
+0.8% +$5.92K 0.41% 80
2022
Q4 		$775K Sell
31,412
-1,128
-3% -$30.3K 0.51% 65
2022
Q3 		$827K Sell
32,540
-313
-1% -$8.04K 0.58% 62
2022
Q2 		$771K Buy
32,853
+28
+0.1% +$721 0.52% 69
2022
Q1 		$960K Buy
32,825
+589
+2% +$18.4K 0.52% 69
2021
Q4 		$960K Sell
32,236
-5,719
-15% -$173K 0.47% 73
2021
Q3 		$966K Buy
37,955
+21,020
+124% +$586K 0.5% 67
2021
Q2 		$480K Sell
16,935
-399
-2% -$12.1K 0.24% 120
2021
Q1 		$563K Buy
17,334
+204
+1% +$6.29K 0.3% 110
2020
Q4 		$470K Sell
17,130
-536
-3% -$13.5K 0.28% 114
2020
Q3 		$342K Sell
17,666
-35
-0.2% -$748 0.24% 119
2020
Q2 		$403K Sell
17,701
-4,304
-20% -$91.3K 0.31% 114
2020
Q1 		$416K Sell
22,005
-913
-4% -$24.1K 0.42% 93
2019
Q4 		$720K Sell
22,918
-1,375
-6% -$42.5K 0.5% 71
2019
Q3 		$719K Sell
24,293
-76
-0.3% -$2.17K 0.54% 68
2019
Q2 		$708K Sell
24,369
-12
-0% -$348 0.55% 67
2019
Q1 		$688K Sell
24,381
-483
-2% -$14.3K 0.56% 65
2018
Q4 		$650K Sell
24,864
-339
-1% -$9.86K 0.6% 56
2018
Q3 		$824K Sell
25,203
-1
-0% -$34 0.58% 58
2018
Q2 		$830K Sell
25,204
-419
-2% -$14K 0.59% 58
2018
Q1 		$815K Sell
25,623
-639
-2% -$21K 0.6% 58
2017
Q4 		$826K Buy
26,262
+45
+0.2% +$1.45K 0.59% 58
2017
Q3 		$840K Sell
26,217
-216
-0.8% -$6.46K 0.59% 59
2017
Q2 		$806K Sell
26,433
-1,161
-4% -$34.8K 0.58% 65
2017
Q1 		$835K Sell
27,594
-1,640
-6% -$50.3K 0.62% 59
2016
Q4 		$908K Sell
29,234
-1,923
-6% -$51.5K 0.66% 53
2016
Q3 		$723K Sell
31,157
-8,580
-22% -$204K 0.56% 67
2016
Q2 		$902K Sell
39,737
-14,276
-26% -$322K 0.68% 60
2016
Q1 		$1.15M Sell
54,013
-55,460
-51% -$1.15M 0.75% 50
2015
Q4 		$2.63M Sell
109,473
-23,809
-18% -$597K 1.08% 32
2015
Q3 		$3.17M Sell
133,282
-66,815
-33% -$1.65M 1.16% 28
2015
Q2 		$5.15M Sell
200,097
-53,823
-21% -$1.33M 1.19% 32
2015
Q1 		$5.9M Sell
253,920
-8,819
-3% -$192K 1.09% 38
2014
Q4 		$5.91M Buy
262,739
+100,495
+62% +$2.18M 1.08% 40
2014
Q3 		$3.27M Sell
162,244
-12,920
-7% -$281K 0.59% 65
2014
Q2 		$4.3M Sell
175,164
-31,071
-15% -$739K 0.69% 60
2014
Q1 		$5.15M Sell
206,235
-15,335
-7% -$374K 0.75% 63
2013
Q4 		$5.63M Buy
221,570
+1,081
+0.5% +$24.7K 0.78% 59
2013
Q3 		$4.4M Buy
220,489
+4,980
+2% +$97.8K 0.69% 65
2013
Q2 		$3.81M Buy
+215,509
New +$3.56M 0.68% 61

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ironwood Investment Management's CADE Position: Q1 2026 in Review

Ironwood Investment Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 28,596 shares — an estimated $1.23M sold.

Ironwood Investment Management first reported a position in CADE in Q2 2013 and held it in 51 quarters. The position peaked at $5.91M in Q4 2014. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Ironwood Investment Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Ironwood Investment Management sold 28,596 Cadence Bank shares in Q1 2026, an estimated $1.23M.
  • Ironwood Investment Management first reported a position in Cadence Bank in Q2 2013 and held it in 51 quarters.
  • Ironwood Investment Management's Cadence Bank position peaked at $5.91M in Q4 2014.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.