Marquette Asset Management’s Cadence Bank CADE Stock Holding History

Marquette Asset 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	-44	Closed	-$1.89K	–	810
2025 Q4	$1.89K	Buy	+44	New	+$1.74K	﹤0.01%	489

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

Marquette Asset Management's CADE Position: Q1 2026 in Review

Marquette Asset Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 44 shares — an estimated $1.89K sold.

Marquette Asset Management first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $1.89K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Marquette Asset Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Marquette Asset Management sold 44 Cadence Bank shares in Q1 2026, an estimated $1.89K.
Marquette Asset Management first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Marquette Asset Management's Cadence Bank position peaked at $1.89K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Marquette Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.