Mascagni Wealth Management’s Cadence Bank CADE Stock Holding History

Mascagni Wealth 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	-21,740	Closed	-$931K	–	129
2025 Q4	$931K	Hold	21,740	–	–	0.69%	47
2025 Q3	$816K	Hold	21,740	–	–	0.63%	48
2025 Q2	$695K	Sell	21,740 -1,320	-6%	-$39.6K	0.59%	46
2025 Q1	$700K	Hold	23,060	–	–	0.7%	44
2024 Q4	$700K	Buy	+23,060	New	+$811K	0.7%	44

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

Mascagni Wealth Management's CADE Position: Q1 2026 in Review

Mascagni Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 21,740 shares — an estimated $931K sold.

Mascagni Wealth Management first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $931K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Mascagni Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Mascagni Wealth Management sold 21,740 Cadence Bank shares in Q1 2026, an estimated $931K.
Mascagni Wealth Management first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
Mascagni Wealth Management's Cadence Bank position peaked at $931K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.