NewEdge Advisors’s Cadence Bank CADE Stock Holding History

NewEdge 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	-8,710	Closed	-$373K	–	4174
2025 Q4	$373K	Buy	8,710 +8,460	+3,384%	+$335K	﹤0.01%	2169
2025 Q3	$9.38K	Buy	250 +178	+247%	+$6.42K	﹤0.01%	3344
2025 Q2	$2.3K	Hold	72	–	–	﹤0.01%	3591
2025 Q1	$2.19K	Hold	72	–	–	﹤0.01%	3489
2024 Q4	$2.48K	Hold	72	–	–	﹤0.01%	3408
2024 Q3	$2.29K	Hold	72	–	–	﹤0.01%	3354
2024 Q2	$2.04K	Buy	+72	New	+$2.03K	﹤0.01%	3326
2023 Q2	–	Sell	-377	Closed	-$7.83K	–	3505
2023 Q1	$7.83K	Sell	377 -1,195	-76%	-$29.7K	﹤0.01%	2642
2022 Q4	$29.5K	Buy	+1,572	New	+$42.2K	﹤0.01%	1971
2020 Q2	–	Sell	-12,425	Closed	-$235K	–	869
2020 Q1	$235K	Sell	12,425 -1,272	-9%	-$33.6K	0.01%	666
2019 Q4	$430K	Hold	13,697	–	–	0.02%	569
2019 Q3	$404K	Buy	+13,697	New	+$391K	0.02%	564

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

NewEdge Advisors's CADE Position: Q1 2026 in Review

NewEdge Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 8,710 shares — an estimated $373K sold.

NewEdge Advisors first reported a position in CADE in Q3 2019 and held it in 12 quarters. The position peaked at $430K in Q4 2019. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

NewEdge Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 8,710 Cadence Bank shares in Q1 2026, an estimated $373K.
NewEdge Advisors first reported a position in Cadence Bank in Q3 2019 and held it in 12 quarters.
NewEdge Advisors's Cadence Bank position peaked at $430K in Q4 2019.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.