Johnson Investment Counsel’s Cadence Bank CADE Stock Holding History

Johnson Investment Counsel’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	-6,688	Closed	-$287K	–	821
2025 Q4	$287K	Sell	6,688 -629	-9%	-$24.9K	﹤0.01%	683
2025 Q3	$275K	Hold	7,317	–	–	﹤0.01%	710
2025 Q2	$234K	Hold	7,317	–	–	﹤0.01%	734
2025 Q1	$222K	Buy	7,317 +578	+9%	+$19.2K	﹤0.01%	728
2024 Q4	$232K	Hold	6,739	–	–	﹤0.01%	718
2024 Q3	$215K	Buy	+6,739	New	+$209K	﹤0.01%	749

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Johnson Investment Counsel's CADE Position: Q1 2026 in Review

Johnson Investment Counsel sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,688 shares — an estimated $287K sold.

Johnson Investment Counsel first reported a position in CADE in Q3 2024 and held it in 6 quarters. The position peaked at $287K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Johnson Investment Counsel reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Johnson Investment Counsel sold 6,688 Cadence Bank shares in Q1 2026, an estimated $287K.
Johnson Investment Counsel first reported a position in Cadence Bank in Q3 2024 and held it in 6 quarters.
Johnson Investment Counsel's Cadence Bank position peaked at $287K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.