LIM
CADE

Lathrop Investment Management’s Cadence Bank CADE Stock Holding History

Lathrop Investment 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
2026
Q1 		– Sell
-15,200
Closed -$651K – 84
2025
Q4 		$651K Hold
15,200
– – 0.12% 56
2025
Q3 		$571K Sell
15,200
-7,591
-33% -$274K 0.11% 56
2025
Q2 		$729K Hold
22,791
– – 0.14% 53
2025
Q1 		$692K Hold
22,791
– – 0.14% 57
2024
Q4 		$785K Hold
22,791
– – 0.15% 56
2024
Q3 		$726K Hold
22,791
– – 0.13% 57
2024
Q2 		$645K Sell
22,791
-2,223
-9% -$62.5K 0.13% 56
2024
Q1 		$725K Hold
25,014
– – 0.14% 51
2023
Q4 		$740K Hold
25,014
– – 0.15% 48
2023
Q3 		$531K Hold
25,014
– – 0.11% 54
2023
Q2 		$491K Sell
25,014
-64
-0.3% -$1.26K 0.1% 56
2023
Q1 		$521K Sell
25,078
-4,856
-16% -$121K 0.11% 53
2022
Q4 		$738K Hold
29,934
– – 0.16% 48
2022
Q3 		$761K Sell
29,934
-555
-2% -$14.3K 0.2% 43
2022
Q2 		$716K Hold
30,489
– – 0.18% 44
2022
Q1 		$892K Buy
30,489
+9,756
+47% +$304K 0.19% 42
2021
Q4 		$618K Sell
20,733
-600
-3% -$18.1K 0.12% 45
2021
Q3 		$635K Hold
21,333
– – 0.14% 44
2021
Q2 		$604K Sell
21,333
-310
-1% -$9.4K 0.12% 43
2021
Q1 		$703K Hold
21,643
– – 0.16% 43
2020
Q4 		$594K Hold
21,643
– – 0.15% 44
2020
Q3 		$419K Hold
21,643
– – 0.12% 50
2020
Q2 		$492K Hold
21,643
– – 0.15% 46
2020
Q1 		$409K Sell
21,643
-115
-0.5% -$3.04K 0.14% 50
2019
Q4 		$683K Sell
21,758
-65
-0.3% -$2.01K 0.18% 42
2019
Q3 		$646K Sell
21,823
-70
-0.3% -$2K 0.18% 39
2019
Q2 		$636K Sell
21,893
-167
-0.8% -$4.84K 0.18% 39
2019
Q1 		$623K Sell
22,060
-190
-0.9% -$5.64K 0.19% 38
2018
Q4 		$582K Sell
22,250
-34
-0.2% -$989 0.2% 40
2018
Q3 		$729K Sell
22,284
-30
-0.1% -$1.02K 0.19% 33
2018
Q2 		$735K Sell
22,314
-270
-1% -$9.03K 0.2% 34
2018
Q1 		$718K Sell
22,584
-250
-1% -$8.23K 0.21% 35
2017
Q4 		$718K Hold
22,834
– – 0.2% 34
2017
Q3 		$732K Sell
22,834
-370
-2% -$11.1K 0.2% 34
2017
Q2 		$708K Hold
23,204
– – 0.2% 33
2017
Q1 		$702K Sell
23,204
-270
-1% -$8.28K 0.2% 34
2016
Q4 		$729K Sell
23,474
-23,869
-50% -$639K 0.22% 34
2016
Q3 		$1.09M Buy
47,343
+23,564
+99% +$560K 0.17% 38
2016
Q2 		$540K Sell
23,779
-704
-3% -$15.9K 0.17% 37
2016
Q1 		$522K Hold
24,483
– – 0.17% 36
2015
Q4 		$587K Sell
24,483
-114
-0.5% -$2.86K 0.19% 36
2015
Q3 		$585K Buy
24,597
+274
+1% +$6.75K 0.2% 36
2015
Q2 		$627K Buy
24,323
+5,506
+29% +$136K 0.21% 37
2015
Q1 		$437K Buy
18,817
+2,125
+13% +$46.3K 0.15% 40
2014
Q4 		$376K Sell
16,692
-470
-3% -$10.2K 0.14% 44
2014
Q3 		$346K Hold
17,162
– – 0.13% 45
2014
Q2 		$422K Hold
17,162
– – 0.16% 42
2014
Q1 		$428K Sell
17,162
-200
-1% -$4.87K 0.17% 42
2013
Q4 		$441K Sell
17,362
-3,385
-16% -$77.2K 0.19% 41
2013
Q3 		$414K Buy
+20,747
New +$407K 0.19% 39

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lathrop Investment Management's CADE Position: Q1 2026 in Review

Lathrop Investment Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 15,200 shares — an estimated $651K sold.

Lathrop Investment Management first reported a position in CADE in Q3 2013 and held it in 50 quarters. The position peaked at $1.09M in Q3 2016. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Lathrop Investment Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Lathrop Investment Management sold 15,200 Cadence Bank shares in Q1 2026, an estimated $651K.
  • Lathrop Investment Management first reported a position in Cadence Bank in Q3 2013 and held it in 50 quarters.
  • Lathrop Investment Management's Cadence Bank position peaked at $1.09M in Q3 2016.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.