North Star Investment Management’s Cadence Bank CADE Stock Holding History

North Star 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	-26	Closed	-$1.11K	–	1717
2025 Q4	$1.11K	Buy	+26	New	+$1.03K	﹤0.01%	1380
2015 Q4	–	Sell	-360	Closed	-$9K	–	764
2015 Q3	$9K	Buy	360 +60	+20%	+$1.48K	﹤0.01%	626
2015 Q2	$8K	Hold	300	–	–	﹤0.01%	646
2015 Q1	$7K	Hold	300	–	–	﹤0.01%	672
2014 Q4	$7K	Buy	+300	New	+$6.51K	﹤0.01%	651

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

North Star Investment Management's CADE Position: Q1 2026 in Review

North Star Investment Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 26 shares — an estimated $1.11K sold.

North Star Investment Management first reported a position in CADE in Q4 2014 and held it in 5 quarters. The position peaked at $9K in Q3 2015. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

North Star Investment Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
North Star Investment Management sold 26 Cadence Bank shares in Q1 2026, an estimated $1.11K.
North Star Investment Management first reported a position in Cadence Bank in Q4 2014 and held it in 5 quarters.
North Star Investment Management's Cadence Bank position peaked at $9K in Q3 2015.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.