Lindbrook Capital’s Cadence Bank CADE Stock Holding History

Lindbrook Capital’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	$20.9K	Hold	687	–	–	﹤0.01%	1330
2024 Q4	$23.7K	Hold	687	–	–	﹤0.01%	1189
2024 Q3	$21.9K	Hold	687	–	–	﹤0.01%	1248
2024 Q2	$19.4K	Hold	687	–	–	﹤0.01%	1254
2024 Q1	$19.9K	Hold	687	–	–	﹤0.01%	1213
2023 Q4	$20.3K	Hold	687	–	–	﹤0.01%	1168
2023 Q3	$14.6K	Hold	687	–	–	﹤0.01%	1220
2023 Q2	$13.5K	Hold	687	–	–	﹤0.01%	1290
2023 Q1	$14.3K	Hold	687	–	–	﹤0.01%	1234
2022 Q4	$16.9K	Hold	687	–	–	﹤0.01%	1148
2022 Q3	$17K	Hold	687	–	–	﹤0.01%	1056
2022 Q2	$16K	Buy	687 +550	+401%	+$14.2K	﹤0.01%	1055
2022 Q1	$4K	Sell	137 -5	-4%	-$156	﹤0.01%	1676
2021 Q4	$4K	Buy	+142	New	+$4.29K	﹤0.01%	1560
2020 Q2	–	Sell	-184	Closed	-$3K	–	1734
2020 Q1	$3K	Sell	184 -222	-55%	-$5.87K	﹤0.01%	1162
2019 Q4	$13K	Hold	406	–	–	﹤0.01%	851
2019 Q3	$12K	Hold	406	–	–	﹤0.01%	844
2019 Q2	$11K	Hold	406	–	–	﹤0.01%	855
2019 Q1	$11K	Hold	406	–	–	﹤0.01%	857
2018 Q4	$10K	Buy	+406	New	+$11.8K	﹤0.01%	819

Other funds holding CADE

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Lindbrook Capital's CADE Position: Q1 2025 in Review

Lindbrook Capital held its Cadence Bank (CADE) position steady in Q1 2025 at 687 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Lindbrook Capital first reported a position in CADE in Q4 2018 and has held it in 20 quarters since. The position peaked at $23.7K in Q4 2024. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

Lindbrook Capital held 687 shares of Cadence Bank worth $20.9K as of Q1 2025.
Lindbrook Capital left its Cadence Bank share count unchanged in Q1 2025.
Cadence Bank made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1330 holding.
Lindbrook Capital first reported a position in Cadence Bank in Q4 2018 and has held it in 20 quarters since.
Lindbrook Capital's Cadence Bank position peaked at $23.7K in Q4 2024.
352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.