MA
CADE

Montag & Associates’s Cadence Bank CADE Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-53
Closed -$2K – 989
2025
Q3 		$2K Buy
+53
New +$1.91K ﹤0.01% 917

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Montag & Associates's CADE Position: Q4 2025 in Review

Montag & Associates sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 53 shares — an estimated $2K sold.

Montag & Associates first reported a position in CADE in Q3 2025 and held it in 1 quarter. The position peaked at $2K in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Montag & Associates reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 53 Cadence Bank shares in Q4 2025, an estimated $2K.
  • Montag & Associates first reported a position in Cadence Bank in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Cadence Bank position peaked at $2K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.