McElhenny Sheffield Capital Management’s Cadence Bank CADE Stock Holding History

McElhenny Sheffield Capital 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	-7,000	Closed	-$300K	–	98
2025 Q4	$300K	Hold	7,000	–	–	0.07%	74
2025 Q3	$263K	Buy	+7,000	New	+$252K	0.06%	93

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

McElhenny Sheffield Capital Management's CADE Position: Q1 2026 in Review

McElhenny Sheffield Capital Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 7,000 shares — an estimated $300K sold.

McElhenny Sheffield Capital Management first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $300K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

McElhenny Sheffield Capital Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 7,000 Cadence Bank shares in Q1 2026, an estimated $300K.
McElhenny Sheffield Capital Management first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
McElhenny Sheffield Capital Management's Cadence Bank position peaked at $300K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.