JSAM
CADE

J. Safra Asset Management’s Cadence Bank CADE Stock Holding History

J. Safra Asset 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
2025
Q3 		– Sell
-343
Closed -$11K – 474
2025
Q2 		$11K Sell
343
-141
-29% -$4.23K ﹤0.01% 294
2025
Q1 		$14.7K Buy
484
+27
+6% +$895 ﹤0.01% 263
2024
Q4 		$15.7K Buy
457
+128
+39% +$4.5K ﹤0.01% 268
2024
Q3 		$10.3K Buy
329
+293
+814% +$9.07K ﹤0.01% 239
2024
Q2 		$1.02K Buy
+36
New +$1.01K ﹤0.01% 246

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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

J. Safra Asset Management's CADE Position: Q3 2025 in Review

J. Safra Asset Management sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 343 shares — an estimated $11K sold.

J. Safra Asset Management first reported a position in CADE in Q2 2024 and held it in 5 quarters. The position peaked at $15.7K in Q4 2024. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

  • J. Safra Asset Management reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 343 Cadence Bank shares in Q3 2025, an estimated $11K.
  • J. Safra Asset Management first reported a position in Cadence Bank in Q2 2024 and held it in 5 quarters.
  • J. Safra Asset Management's Cadence Bank position peaked at $15.7K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on J. Safra Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.