KFGG
CADE

Keystone Financial Group (Georgia)’s Cadence Bank CADE Stock Holding History

Keystone Financial Group (Georgia)’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
Q1 		– Sell
-889
Closed -$30.8K – 157
2024
Q4 		$30.8K Buy
+889
New +$31.3K 0.03% 108

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Keystone Financial Group (Georgia)'s CADE Position: Q1 2025 in Review

Keystone Financial Group (Georgia) sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 889 shares — an estimated $30.8K sold.

Keystone Financial Group (Georgia) first reported a position in CADE in Q4 2024 and held it in 1 quarter. The position peaked at $30.8K in Q4 2024. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

  • Keystone Financial Group (Georgia) reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 889 Cadence Bank shares in Q1 2025, an estimated $30.8K.
  • Keystone Financial Group (Georgia) first reported a position in Cadence Bank in Q4 2024 and held it in 1 quarter.
  • Keystone Financial Group (Georgia)'s Cadence Bank position peaked at $30.8K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2025, filed 7 May 2025.