Kestra Private Wealth Services’s Cadence Bank CADE Stock Holding History

Kestra Private Wealth 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	-6,047	Closed	-$259K	–	1788
2025 Q4	$259K	Hold	6,047	–	–	﹤0.01%	1490
2025 Q3	$227K	Buy	+6,047	New	+$218K	﹤0.01%	1505

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 Private Wealth Services's CADE Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,047 shares — an estimated $259K sold.

Kestra Private Wealth Services first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $259K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Kestra Private Wealth Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 6,047 Cadence Bank shares in Q1 2026, an estimated $259K.
Kestra Private Wealth Services first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Kestra Private Wealth Services's Cadence Bank position peaked at $259K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.