Mutual Advisors’s Cadence Bank CADE Stock Holding History

Mutual 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	-30,796	Closed	-$1.32M	–	1337
2025 Q4	$1.32M	Sell	30,796 -10,983	-26%	-$435K	0.03%	483
2025 Q3	$1.48M	Sell	41,779 -10,376	-20%	-$374K	0.03%	446
2025 Q2	$1.9M	Buy	+52,155	New	+$1.56M	0.05%	330

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

Mutual Advisors's CADE Position: Q1 2026 in Review

Mutual Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 30,796 shares — an estimated $1.32M sold.

Mutual Advisors first reported a position in CADE in Q2 2025 and held it in 3 quarters. The position peaked at $1.9M in Q2 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Mutual Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 30,796 Cadence Bank shares in Q1 2026, an estimated $1.32M.
Mutual Advisors first reported a position in Cadence Bank in Q2 2025 and held it in 3 quarters.
Mutual Advisors's Cadence Bank position peaked at $1.9M in Q2 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.