Net Worth Advisory Group’s Cadence Bank CADE Stock Holding History

Net Worth Advisory Group’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	-11,798	Closed	-$505K	–	440
2025 Q4	$505K	Buy	11,798 +2,140	+22%	+$84.8K	0.1%	208
2025 Q3	$363K	Sell	9,658 -804	-8%	-$29K	0.1%	216
2025 Q2	$335K	Buy	10,462 +1,211	+13%	+$36.3K	0.07%	271
2025 Q1	$281K	Sell	9,251 -104	-1%	-$3.45K	0.09%	272
2024 Q4	$322K	Buy	9,355 +230	+3%	+$8.09K	0.1%	233
2024 Q3	$291K	Buy	+9,125	New	+$283K	0.09%	284

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

Net Worth Advisory Group's CADE Position: Q1 2026 in Review

Net Worth Advisory Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 11,798 shares — an estimated $505K sold.

Net Worth Advisory Group first reported a position in CADE in Q3 2024 and held it in 6 quarters. The position peaked at $505K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Net Worth Advisory Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Net Worth Advisory Group sold 11,798 Cadence Bank shares in Q1 2026, an estimated $505K.
Net Worth Advisory Group first reported a position in Cadence Bank in Q3 2024 and held it in 6 quarters.
Net Worth Advisory Group's Cadence Bank position peaked at $505K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Net Worth Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.