LPL Financial
CADE

LPL Financial’s Cadence Bank CADE Stock Holding History

LPL Financial’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
-145,659
Closed -$6.24M – 6003
2025
Q4 		$6.24M Sell
145,659
-10,122
-6% -$401K ﹤0.01% 2351
2025
Q3 		$5.85M Buy
155,781
+4,308
+3% +$155K ﹤0.01% 2331
2025
Q2 		$4.84M Buy
151,473
+1,071
+0.7% +$32.1K ﹤0.01% 2340
2025
Q1 		$4.57M Buy
150,402
+927
+0.6% +$30.7K ﹤0.01% 2227
2024
Q4 		$5.15M Buy
149,475
+42,097
+39% +$1.48M ﹤0.01% 2062
2024
Q3 		$3.42M Buy
107,378
+805
+0.8% +$24.9K ﹤0.01% 2270
2024
Q2 		$3.01M Buy
106,573
+15,012
+16% +$422K ﹤0.01% 2256
2024
Q1 		$2.66M Sell
91,561
-8,879
-9% -$247K ﹤0.01% 2289
2023
Q4 		$2.97M Buy
100,440
+22,705
+29% +$554K ﹤0.01% 2087
2023
Q3 		$1.65M Sell
77,735
-18,176
-19% -$410K ﹤0.01% 2460
2023
Q2 		$1.88M Buy
95,911
+24,081
+34% +$475K ﹤0.01% 2304
2023
Q1 		$1.49M Sell
71,830
-688
-0.9% -$17.1K ﹤0.01% 2408
2022
Q4 		$1.79M Sell
72,518
-2,757
-4% -$74K ﹤0.01% 2147
2022
Q3 		$1.91M Sell
75,275
-5,806
-7% -$149K ﹤0.01% 2020
2022
Q2 		$1.9M Buy
+81,081
New +$2.09M ﹤0.01% 2071
2021
Q4 		– Sell
-36,043
Closed -$1.07M – 4355
2021
Q3 		$1.07M Sell
36,043
-106,318
-75% -$2.96M ﹤0.01% 2554
2021
Q2 		$4.03M Buy
142,361
+110,375
+345% +$3.35M ﹤0.01% 1493
2021
Q1 		$1.04M Sell
31,986
-3,062
-9% -$94.4K ﹤0.01% 2369
2020
Q4 		$962K Sell
35,048
-940
-3% -$23.7K ﹤0.01% 2214
2020
Q3 		$697K Sell
35,988
-5,198
-13% -$111K ﹤0.01% 2206
2020
Q2 		$937K Sell
41,186
-1,805
-4% -$38.3K ﹤0.01% 1869
2020
Q1 		$813K Sell
42,991
-429
-1% -$11.3K ﹤0.01% 1757
2019
Q4 		$1.36M Sell
43,420
-959
-2% -$29.6K ﹤0.01% 1630
2019
Q3 		$1.31M Buy
44,379
+17,727
+67% +$506K ﹤0.01% 1547
2019
Q2 		$774K Buy
26,652
+404
+2% +$11.7K ﹤0.01% 1923
2019
Q1 		$741K Sell
26,248
-8,465
-24% -$251K ﹤0.01% 1874
2018
Q4 		$907K Buy
34,713
+6,307
+22% +$183K ﹤0.01% 1606
2018
Q3 		$929K Buy
28,406
+8,668
+44% +$295K ﹤0.01% 1718
2018
Q2 		$650K Sell
19,738
-17,000
-46% -$569K ﹤0.01% 1966
2018
Q1 		$1.17M Buy
36,738
+22,261
+154% +$733K ﹤0.01% 1494
2017
Q4 		$455K Buy
14,477
+1,239
+9% +$39.8K ﹤0.01% 2140
2017
Q3 		$424K Buy
13,238
+799
+6% +$23.9K ﹤0.01% 2076
2017
Q2 		$379K Sell
12,439
-1,764
-12% -$52.9K ﹤0.01% 2099
2017
Q1 		$423K Buy
14,203
+490
+4% +$15K ﹤0.01% 1946
2016
Q4 		$427K Buy
13,713
+4,304
+46% +$115K ﹤0.01% 1867
2016
Q3 		$217K Sell
9,409
-1,200
-11% -$28.5K ﹤0.01% 2353
2016
Q2 		$229K Sell
10,609
-11,317
-52% -$256K ﹤0.01% 2291
2016
Q1 		$455K Buy
21,926
+3,600
+20% +$74.8K ﹤0.01% 2219
2015
Q4 		$426K Buy
18,326
+6,742
+58% +$169K ﹤0.01% 2303
2015
Q3 		$274K Buy
+11,584
New +$285K ﹤0.01% 2264
2014
Q3 		– Sell
-10,043
Closed -$247K – 2706
2014
Q2 		$247K Sell
10,043
-283
-3% -$6.73K ﹤0.01% 2339
2014
Q1 		$258K Sell
10,326
-424
-4% -$10.3K ﹤0.01% 2246
2013
Q4 		$273K Sell
10,750
-1,651
-13% -$37.7K ﹤0.01% 2189
2013
Q3 		$258K Buy
+12,401
New +$243K ﹤0.01% 2122

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

LPL Financial's CADE Position: Q1 2026 in Review

LPL Financial sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 145,659 shares — an estimated $6.24M sold.

LPL Financial first reported a position in CADE in Q3 2013 and held it in 44 quarters. The position peaked at $6.24M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • LPL Financial reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 145,659 Cadence Bank shares in Q1 2026, an estimated $6.24M.
  • LPL Financial first reported a position in Cadence Bank in Q3 2013 and held it in 44 quarters.
  • LPL Financial's Cadence Bank position peaked at $6.24M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.