Mercer Global Advisors
CADE

Mercer Global Advisors’s Cadence Bank CADE Stock Holding History

Mercer Global 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
2026
Q1 		– Sell
-14,544
Closed -$623K – 3233
2025
Q4 		$623K Buy
14,544
+2,736
+23% +$108K ﹤0.01% 1723
2025
Q3 		$443K Sell
11,808
-7,486
-39% -$270K ﹤0.01% 1828
2025
Q2 		$617K Buy
19,294
+7,545
+64% +$226K ﹤0.01% 1453
2025
Q1 		$357K Sell
11,749
-1,676
-12% -$55.5K ﹤0.01% 1667
2024
Q4 		$462K Sell
13,425
-53,291
-80% -$1.87M ﹤0.01% 1486
2024
Q3 		$66.7K Buy
66,716
+2,542
+4% +$78.7K ﹤0.01% 1904
2024
Q2 		$64.2K Sell
64,174
-352
-0.5% -$9.9K ﹤0.01% 1898
2024
Q1 		$65K Sell
64,526
-117
-0.2% -$3.25K ﹤0.01% 1882
2023
Q4 		$69K Buy
64,643
+5,485
+9% +$134K ﹤0.01% 1938
2023
Q3 		$1.25M Buy
+59,158
New +$1.33M ﹤0.01% 851

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

Mercer Global Advisors's CADE Position: Q1 2026 in Review

Mercer Global Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 14,544 shares — an estimated $623K sold.

Mercer Global Advisors first reported a position in CADE in Q3 2023 and held it in 10 quarters. The position peaked at $1.25M in Q3 2023. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Mercer Global Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 14,544 Cadence Bank shares in Q1 2026, an estimated $623K.
  • Mercer Global Advisors first reported a position in Cadence Bank in Q3 2023 and held it in 10 quarters.
  • Mercer Global Advisors's Cadence Bank position peaked at $1.25M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.