JPL Wealth Management’s Cadence Bank CADE Stock Holding History

JPL Wealth 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 Q4	–	Sell	-280	Closed	-$10.5K	–	273
2025 Q3	$10.5K	Buy	+280	New	+$10.1K	﹤0.01%	533

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JPL Wealth Management's CADE Position: Q4 2025 in Review

JPL Wealth Management sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 280 shares — an estimated $10.5K sold.

JPL Wealth Management first reported a position in CADE in Q3 2025 and held it in 1 quarter. The position peaked at $10.5K in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

JPL Wealth Management reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
JPL Wealth Management sold 280 Cadence Bank shares in Q4 2025, an estimated $10.5K.
JPL Wealth Management first reported a position in Cadence Bank in Q3 2025 and held it in 1 quarter.
JPL Wealth Management's Cadence Bank position peaked at $10.5K in Q3 2025.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.