New York Life Investment Management’s Cadence Bank CADE Stock Holding History

New York Life Investment Management’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	-111,156	Closed	-$4.76M	–	787
2025 Q4	$4.76M	Buy	+111,156	New	+$4.4M	0.04%	329
2024 Q2	–	Sell	-12,878	Closed	-$373K	–	929
2024 Q1	$373K	Buy	+12,878	New	+$358K	﹤0.01%	914

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New York Life Investment Management's CADE Position: Q1 2026 in Review

New York Life Investment Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 111,156 shares — an estimated $4.76M sold.

New York Life Investment Management first reported a position in CADE in Q1 2024 and held it in 2 quarters. The position peaked at $4.76M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

New York Life Investment Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
New York Life Investment Management sold 111,156 Cadence Bank shares in Q1 2026, an estimated $4.76M.
New York Life Investment Management first reported a position in Cadence Bank in Q1 2024 and held it in 2 quarters.
New York Life Investment Management's Cadence Bank position peaked at $4.76M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.