NewSquare Capital’s Cadence Bank CADE Stock Holding History

NewSquare Capital’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 Q2	–	Sell	-58	Closed	-$1.76K	–	1319
2025 Q1	$1.76K	Buy	+58	New	+$1.92K	﹤0.01%	858

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

NewSquare Capital's CADE Position: Q2 2025 in Review

NewSquare Capital sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 58 shares — an estimated $1.76K sold.

NewSquare Capital first reported a position in CADE in Q1 2025 and held it in 1 quarter. The position peaked at $1.76K in Q1 2025. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

NewSquare Capital reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
NewSquare Capital sold 58 Cadence Bank shares in Q2 2025, an estimated $1.76K.
NewSquare Capital first reported a position in Cadence Bank in Q1 2025 and held it in 1 quarter.
NewSquare Capital's Cadence Bank position peaked at $1.76K in Q1 2025.
360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.