MHR
CADE

Matthew Hamilton Rosenberg’s Cadence Bank CADE Stock Holding History

Matthew Hamilton Rosenberg’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
-203
Closed -$8.7K – 803
2025
Q4 		$8.7K Hold
203
– – ﹤0.01% 646
2025
Q3 		$7.62K Hold
203
– – ﹤0.01% 660
2025
Q2 		$6.49K Sell
203
-110
-35% -$3.3K ﹤0.01% 704
2025
Q1 		$9.5K Hold
313
– – ﹤0.01% 637
2024
Q4 		$10.8K Hold
313
– – ﹤0.01% 613
2024
Q3 		$9.97K Buy
313
+203
+185% +$6.29K ﹤0.01% 618
2024
Q2 		$3.1K Sell
110
-203
-65% -$5.71K ﹤0.01% 694
2024
Q1 		$8.99K Sell
313
-93
-23% -$2.59K ﹤0.01% 619
2023
Q4 		$12K Hold
406
– – ﹤0.01% 590
2023
Q3 		$8.63K Hold
406
– – ﹤0.01% 631
2023
Q2 		$7.98K Hold
406
– – ﹤0.01% 654
2023
Q1 		$8.44K Buy
406
+1
+0.2% +$25 ﹤0.01% 683
2022
Q4 		$9.98K Buy
405
+2
+0.5% +$54 ﹤0.01% 652
2022
Q3 		$10K Buy
+403
New +$10.3K ﹤0.01% 638

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

Matthew Hamilton Rosenberg's CADE Position: Q1 2026 in Review

Matthew Hamilton Rosenberg sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 203 shares — an estimated $8.7K sold.

Matthew Hamilton Rosenberg first reported a position in CADE in Q3 2022 and held it in 14 quarters. The position peaked at $12K in Q4 2023. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Matthew Hamilton Rosenberg reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 203 Cadence Bank shares in Q1 2026, an estimated $8.7K.
  • Matthew Hamilton Rosenberg first reported a position in Cadence Bank in Q3 2022 and held it in 14 quarters.
  • Matthew Hamilton Rosenberg's Cadence Bank position peaked at $12K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2026, filed 7 Apr 2026.