Leuthold Group’s Cadence Bank CADE Stock Holding History

Leuthold Group’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 Q2	–	Sell	-78,241	Closed	-$2.38M	–	208
2025 Q1	$2.38M	Sell	78,241 -4,815	-6%	-$160K	0.31%	122
2024 Q4	$2.86M	Sell	83,056 -3,053	-4%	-$107K	0.34%	115
2024 Q3	$2.74M	Buy	+86,109	New	+$2.67M	0.3%	116
2022 Q2	–	Sell	-7,269	Closed	-$213K	–	188
2022 Q1	$213K	Hold	7,269	–	–	0.03%	187
2021 Q4	$217K	Sell	7,269 -82	-1%	-$2.48K	0.03%	194
2021 Q3	$219K	Hold	7,351	–	–	0.03%	190
2021 Q2	$208K	Sell	7,351 -198	-3%	-$6K	0.03%	181
2021 Q1	$245K	Buy	+7,549	New	+$233K	0.03%	171

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Leuthold Group's CADE Position: Q2 2025 in Review

Leuthold Group sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 78,241 shares — an estimated $2.38M sold.

Leuthold Group first reported a position in CADE in Q1 2021 and held it in 8 quarters. The position peaked at $2.86M in Q4 2024. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

Leuthold Group reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
Leuthold Group sold 78,241 Cadence Bank shares in Q2 2025, an estimated $2.38M.
Leuthold Group first reported a position in Cadence Bank in Q1 2021 and held it in 8 quarters.
Leuthold Group's Cadence Bank position peaked at $2.86M in Q4 2024.
360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Leuthold Group's 13F filing for Q2 2025, filed 13 Aug 2025.