MSWA
CADE

Marshall & Sterling Wealth Advisors’s Cadence Bank CADE Stock Holding History

Marshall & Sterling Wealth Advisors’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
-334
Closed -$10.1K – 635
2025
Q1 		$10.1K Hold
334
– – 0.01% 315
2024
Q4 		$11.5K Buy
+334
New +$11.7K 0.01% 225

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CADE Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 334 shares — an estimated $10.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in CADE in Q4 2024 and held it in 2 quarters. The position peaked at $11.5K in Q4 2024. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 334 Cadence Bank shares in Q2 2025, an estimated $10.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Cadence Bank in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Cadence Bank position peaked at $11.5K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.