MML Investors Services’s Cadence Bank CADE Stock Holding History

MML Investors Services’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	-8,574	Closed	-$367K	–	3024
2025 Q4	$367K	Buy	8,574 +345	+4%	+$13.7K	﹤0.01%	2484
2025 Q3	$309K	Buy	8,229 +1,053	+15%	+$38K	﹤0.01%	2496
2025 Q2	$229K	Buy	+7,176	New	+$215K	﹤0.01%	2597
2025 Q1	–	Sell	-6,208	Closed	-$214K	–	2703
2024 Q4	$214K	Buy	+6,208	New	+$218K	﹤0.01%	2475

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

MML Investors Services's CADE Position: Q1 2026 in Review

MML Investors Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 8,574 shares — an estimated $367K sold.

MML Investors Services first reported a position in CADE in Q4 2024 and held it in 4 quarters. The position peaked at $367K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

MML Investors Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
MML Investors Services sold 8,574 Cadence Bank shares in Q1 2026, an estimated $367K.
MML Investors Services first reported a position in Cadence Bank in Q4 2024 and held it in 4 quarters.
MML Investors Services's Cadence Bank position peaked at $367K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.