JFS Wealth Advisors’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 |
-130
| Closed | -$5.57K | – | 1898 |
|
|
2025
Q4 | $5.57K | Hold |
130
| – | – | ﹤0.01% | 1193 |
|
|
2025
Q3 | $4.88K | Hold |
130
| – | – | ﹤0.01% | 1124 |
|
|
2025
Q2 | $4.16K | Hold |
130
| – | – | ﹤0.01% | 1146 |
|
|
2025
Q1 | $3.95K | Hold |
130
| – | – | ﹤0.01% | 1220 |
|
|
2024
Q4 | $4.48K | Hold |
130
| – | – | ﹤0.01% | 1169 |
|
|
2024
Q3 | $4.14K | Buy |
130
+4
| +3% | +$124 | ﹤0.01% | 1189 |
|
|
2024
Q2 | $3.56K | Hold |
126
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q1 | $3.65K | Hold |
126
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q4 | $3.73K | Buy |
126
+24
| +24% | +$586 | ﹤0.01% | 1168 |
|
|
2023
Q3 | $2.17K | Buy |
102
+22
| +28% | +$496 | ﹤0.01% | 1332 |
|
|
2023
Q2 | $1.57K | Buy |
80
+69
| +627% | +$1.36K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $229 | Sell |
11
-100
| -90% | -$2.49K | ﹤0.01% | 1810 |
|
|
2022
Q4 | $2.74K | Sell |
111
-1
| -0.9% | -$27 | ﹤0.01% | 1246 |
|
|
2022
Q3 | $3K | Buy |
112
+92
| +460% | +$2.36K | ﹤0.01% | 1150 |
|
|
2022
Q2 | $0 | Sell |
20
-68
| -77% | -$1.75K | ﹤0.01% | 1760 |
|
|
2022
Q1 | $3K | Buy |
88
+55
| +167% | +$1.72K | ﹤0.01% | 1216 |
|
|
2021
Q4 | $1K | Buy |
+33
| New | +$997 | ﹤0.01% | 1280 |
|
Other funds holding CADE
JFS Wealth Advisors's CADE Position: Q1 2026 in Review
JFS Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 130 shares — an estimated $5.57K sold.
JFS Wealth Advisors first reported a position in CADE in Q4 2021 and held it in 17 quarters. The position peaked at $5.57K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- JFS Wealth Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- JFS Wealth Advisors sold 130 Cadence Bank shares in Q1 2026, an estimated $5.57K.
- JFS Wealth Advisors first reported a position in Cadence Bank in Q4 2021 and held it in 17 quarters.
- JFS Wealth Advisors's Cadence Bank position peaked at $5.57K in Q4 2025.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.