Martingale Asset Management’s Cadence Bank CADE Stock Holding History

Martingale 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
2025 Q3	–	Sell	-22,566	Closed	-$722K	–	768
2025 Q2	$722K	Sell	22,566 -753	-3%	-$22.6K	0.02%	540
2025 Q1	$708K	Buy	+23,319	New	+$773K	0.02%	539
2021 Q2	–	Sell	-56,566	Closed	-$1.84M	–	837
2021 Q1	$1.84M	Sell	56,566 -2,499	-4%	-$77.1K	0.02%	285
2020 Q4	$1.62M	Buy	+59,065	New	+$1.49M	0.02%	318
2015 Q3	–	Sell	-8,150	Closed	-$210K	–	836
2015 Q2	$210K	Sell	8,150 -5,700	-41%	-$141K	﹤0.01%	826
2015 Q1	$322K	Hold	13,850	–	–	0.01%	776
2014 Q4	$312K	Sell	13,850 -3,450	-20%	-$74.9K	0.01%	773
2014 Q3	$349K	Sell	17,300 -200	-1%	-$4.34K	0.01%	742
2014 Q2	$430K	Hold	17,500	–	–	0.01%	718
2014 Q1	$437K	Buy	17,500 +3,300	+23%	+$80.4K	0.01%	711
2013 Q4	$361K	Buy	+14,200	New	+$324K	0.01%	857

Other funds holding CADE

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Martingale Asset Management's CADE Position: Q3 2025 in Review

Martingale Asset Management sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 22,566 shares — an estimated $722K sold.

Martingale Asset Management first reported a position in CADE in Q4 2013 and held it in 11 quarters. The position peaked at $1.84M in Q1 2021. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

Martingale Asset Management reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
Martingale Asset Management sold 22,566 Cadence Bank shares in Q3 2025, an estimated $722K.
Martingale Asset Management first reported a position in Cadence Bank in Q4 2013 and held it in 11 quarters.
Martingale Asset Management's Cadence Bank position peaked at $1.84M in Q1 2021.
399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Martingale Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.