NKCFO LLC’s Cadence Bank CADE Stock Holding History

NKCFO LLC’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 Q4	–	Sell	-53,050	Closed	-$1.99M	–	95
2025 Q3	$1.99M	Buy	+53,050	New	+$1.91M	0.6%	36

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NKCFO LLC's CADE Position: Q4 2025 in Review

NKCFO LLC sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 53,050 shares — an estimated $1.99M sold.

NKCFO LLC first reported a position in CADE in Q3 2025 and held it in 1 quarter. The position peaked at $1.99M in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

NKCFO LLC reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
NKCFO LLC sold 53,050 Cadence Bank shares in Q4 2025, an estimated $1.99M.
NKCFO LLC first reported a position in Cadence Bank in Q3 2025 and held it in 1 quarter.
NKCFO LLC's Cadence Bank position peaked at $1.99M in Q3 2025.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on NKCFO LLC's 13F filing for Q4 2025, filed 2 Feb 2026.