Keating Financial Advisory Services’s Cadence Bank CADE Stock Holding History

Keating Financial Advisory Services’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	-339	Closed	-$14.5K	–	2580
2025 Q4	$14.5K	Buy	+339	New	+$13.4K	﹤0.01%	981

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

Keating Financial Advisory Services's CADE Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 339 shares — an estimated $14.5K sold.

Keating Financial Advisory Services first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $14.5K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Keating Financial Advisory Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Keating Financial Advisory Services sold 339 Cadence Bank shares in Q1 2026, an estimated $14.5K.
Keating Financial Advisory Services first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Keating Financial Advisory Services's Cadence Bank position peaked at $14.5K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.