NorthCrest Asset Manangement’s Cadence Bank CADE Stock Holding History

NorthCrest Asset Manangement’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	-28,463	Closed	-$1.26M	–	784
2025 Q4	$1.26M	Buy	28,463 +184	+0.7%	+$7.29K	0.03%	336
2025 Q3	$1.11M	Buy	28,279 +282	+1%	+$10.2K	0.03%	327
2025 Q2	$971K	Buy	27,997 +146	+0.5%	+$4.38K	0.03%	310
2025 Q1	$846K	Buy	+27,851	New	+$923K	0.03%	325

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

NorthCrest Asset Manangement's CADE Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 28,463 shares — an estimated $1.26M sold.

NorthCrest Asset Manangement first reported a position in CADE in Q1 2025 and held it in 4 quarters. The position peaked at $1.26M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

NorthCrest Asset Manangement reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
NorthCrest Asset Manangement sold 28,463 Cadence Bank shares in Q1 2026, an estimated $1.26M.
NorthCrest Asset Manangement first reported a position in Cadence Bank in Q1 2025 and held it in 4 quarters.
NorthCrest Asset Manangement's Cadence Bank position peaked at $1.26M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.