Kestra Advisory Services’s Cadence Bank CADE Stock Holding History

Kestra 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	-7,356	Closed	-$315K	–	3301
2025 Q4	$315K	Sell	7,356 -386	-5%	-$15.3K	﹤0.01%	2500
2025 Q3	$291K	Buy	+7,742	New	+$279K	﹤0.01%	2471

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

Kestra Advisory Services's CADE Position: Q1 2026 in Review

Kestra Advisory Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 7,356 shares — an estimated $315K sold.

Kestra Advisory Services first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $315K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Kestra Advisory Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 7,356 Cadence Bank shares in Q1 2026, an estimated $315K.
Kestra Advisory Services first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Kestra Advisory Services's Cadence Bank position peaked at $315K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.