Moisand Fitzgerald Tamayo’s Cadence Bank CADE Stock Holding History

Moisand Fitzgerald Tamayo’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	-195	Closed	-$8.35K	–	521
2025 Q4	$8.35K	Hold	195	–	–	﹤0.01%	365
2025 Q3	$7.32K	Hold	195	–	–	﹤0.01%	390
2025 Q2	$6.24K	Hold	195	–	–	﹤0.01%	393
2025 Q1	$5.92K	Hold	195	–	–	﹤0.01%	397
2024 Q4	$6.72K	Hold	195	–	–	﹤0.01%	388
2024 Q3	$6.21K	Hold	195	–	–	﹤0.01%	406
2024 Q2	$5.51K	Hold	195	–	–	﹤0.01%	377
2024 Q1	$5.66K	Hold	195	–	–	﹤0.01%	374
2023 Q4	$5.77K	Hold	195	–	–	﹤0.01%	408
2023 Q3	$4.14K	Hold	195	–	–	﹤0.01%	454
2023 Q2	$3.83K	Hold	195	–	–	﹤0.01%	442
2023 Q1	$4.05K	Hold	195	–	–	﹤0.01%	443
2022 Q4	$4.81K	Sell	195 -45	-19%	-$1.21K	﹤0.01%	420
2022 Q3	$6K	Buy	+240	New	+$6.16K	﹤0.01%	333

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

Moisand Fitzgerald Tamayo's CADE Position: Q1 2026 in Review

Moisand Fitzgerald Tamayo sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 195 shares — an estimated $8.35K sold.

Moisand Fitzgerald Tamayo first reported a position in CADE in Q3 2022 and held it in 14 quarters. The position peaked at $8.35K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Moisand Fitzgerald Tamayo reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 195 Cadence Bank shares in Q1 2026, an estimated $8.35K.
Moisand Fitzgerald Tamayo first reported a position in Cadence Bank in Q3 2022 and held it in 14 quarters.
Moisand Fitzgerald Tamayo's Cadence Bank position peaked at $8.35K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2026, filed 14 Apr 2026.