Longfellow Investment Management’s Cadence Bank CADE Stock Holding History

Longfellow 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	-3,800	Closed	-$163K	–	245
2025 Q4	$163K	Buy	+3,800	New	+$151K	0.04%	133

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

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

Longfellow Investment Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 3,800 shares — an estimated $163K sold.

Longfellow Investment Management first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $163K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Longfellow Investment Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Longfellow Investment Management sold 3,800 Cadence Bank shares in Q1 2026, an estimated $163K.
Longfellow Investment Management first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Longfellow Investment Management's Cadence Bank position peaked at $163K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

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