Jones Financial Companies’s Cadence Bank CADE Stock Holding History

Jones Financial Companies’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	-2,806	Closed	-$120K	–	4754
2025 Q4	$120K	Buy	2,806 +177	+7%	+$7.01K	﹤0.01%	2148
2025 Q3	$98.8K	Buy	2,629 +366	+16%	+$13.2K	﹤0.01%	2097
2025 Q2	$72.8K	Sell	2,263 -34	-1%	-$1.02K	﹤0.01%	2074
2025 Q1	$69.2K	Buy	2,297 +579	+34%	+$19.2K	﹤0.01%	1931
2024 Q4	$59.2K	Buy	1,718 +1,617	+1,601%	+$56.9K	﹤0.01%	1810
2024 Q3	$3.16K	Buy	+101	New	+$3.13K	﹤0.01%	2568
2018 Q4	–	Sell	-23,162	Closed	-$757K	–	208
2018 Q3	$757K	Buy	+23,162	New	+$787K	﹤0.01%	155

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

Jones Financial Companies's CADE Position: Q1 2026 in Review

Jones Financial Companies sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 2,806 shares — an estimated $120K sold.

Jones Financial Companies first reported a position in CADE in Q3 2018 and held it in 7 quarters. The position peaked at $757K in Q3 2018. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Jones Financial Companies reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Jones Financial Companies sold 2,806 Cadence Bank shares in Q1 2026, an estimated $120K.
Jones Financial Companies first reported a position in Cadence Bank in Q3 2018 and held it in 7 quarters.
Jones Financial Companies's Cadence Bank position peaked at $757K in Q3 2018.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.