Journey Strategic Wealth’s Cadence Bank CADE Stock Holding History

Journey Strategic Wealth’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	-6,808	Closed	-$292K	–	836
2025 Q4	$292K	Buy	6,808 +248	+4%	+$9.82K	0.01%	516
2025 Q3	$246K	Buy	6,560 +106	+2%	+$3.82K	0.01%	560
2025 Q2	$206K	Buy	+6,454	New	+$193K	0.01%	606
2025 Q1	–	Sell	-6,241	Closed	-$215K	–	509
2024 Q4	$215K	Buy	+6,241	New	+$220K	0.01%	447
2022 Q2	–	Sell	-6,990	Closed	-$205K	–	141
2022 Q1	$205K	Buy	+6,990	New	+$218K	0.02%	160

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

Journey Strategic Wealth's CADE Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,808 shares — an estimated $292K sold.

Journey Strategic Wealth first reported a position in CADE in Q1 2022 and held it in 5 quarters. The position peaked at $292K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Journey Strategic Wealth reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Journey Strategic Wealth sold 6,808 Cadence Bank shares in Q1 2026, an estimated $292K.
Journey Strategic Wealth first reported a position in Cadence Bank in Q1 2022 and held it in 5 quarters.
Journey Strategic Wealth's Cadence Bank position peaked at $292K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.