Northwestern Mutual Wealth Management
CADE

Northwestern Mutual Wealth Management’s Cadence Bank CADE Stock Holding History

Northwestern Mutual Wealth 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
-16,274
Closed -$697K – 4173
2025
Q4 		$697K Buy
16,274
+10,032
+161% +$397K ﹤0.01% 1415
2025
Q3 		$234K Hold
6,242
– – ﹤0.01% 1735
2025
Q2 		$200K Hold
6,242
– – ﹤0.01% 1748
2025
Q1 		$190K Hold
6,242
– – ﹤0.01% 1684
2024
Q4 		$215K Hold
6,242
– – ﹤0.01% 1625
2024
Q3 		$199K Hold
6,242
– – ﹤0.01% 1619
2024
Q2 		$177K Hold
6,242
– – ﹤0.01% 1605
2024
Q1 		$181K Sell
6,242
-246
-4% -$6.84K ﹤0.01% 1586
2023
Q4 		$192K Sell
6,488
-3,124
-33% -$76.2K ﹤0.01% 1523
2023
Q3 		$204K Buy
9,612
+4,555
+90% +$103K ﹤0.01% 1452
2023
Q2 		$99.3K Hold
5,057
– – ﹤0.01% 1719
2023
Q1 		$105K Sell
5,057
-1,196
-19% -$29.8K ﹤0.01% 1667
2022
Q4 		$154K Sell
6,253
-861
-12% -$23.1K ﹤0.01% 1495
2022
Q3 		$181K Sell
7,114
-2,872
-29% -$73.7K ﹤0.01% 1426
2022
Q2 		$235K Sell
9,986
-228
-2% -$5.87K ﹤0.01% 1337
2022
Q1 		$299K Sell
10,214
-1,654
-14% -$51.6K ﹤0.01% 1279
2021
Q4 		$353K Sell
11,868
-266,120
-96% -$8.04M ﹤0.01% 1216
2021
Q3 		$8.28M Buy
277,988
+896
+0.3% +$25K 0.02% 298
2021
Q2 		$7.85M Buy
277,092
+1,054
+0.4% +$32K 0.01% 287
2021
Q1 		$8.97M Buy
276,038
+1,372
+0.5% +$42.3K 0.02% 253
2020
Q4 		$7.54M Sell
274,666
-78,070
-22% -$1.97M 0.02% 267
2020
Q3 		$6.84M Sell
352,736
-15
-0% -$320 0.02% 251
2020
Q2 		$8.02M Hold
352,751
– – 0.02% 224
2020
Q1 		$6.67M Sell
352,751
-6,474
-2% -$171K 0.03% 222
2019
Q4 		$11.3M Buy
359,225
+357,586
+21,817% +$11M 0.04% 175
2019
Q3 		$49K Hold
1,639
– – ﹤0.01% 1429
2019
Q2 		$48K Sell
1,639
-166
-9% -$4.82K ﹤0.01% 1395
2019
Q1 		$51K Hold
1,805
– – ﹤0.01% 1347
2018
Q4 		$47K Hold
1,805
– – ﹤0.01% 1274
2018
Q3 		$59K Hold
1,805
– – ﹤0.01% 1242
2018
Q2 		$59K Sell
1,805
-44
-2% -$1.47K ﹤0.01% 1179
2018
Q1 		$59K Hold
1,849
– – ﹤0.01% 1133
2017
Q4 		$58K Sell
1,849
-170
-8% -$5.46K ﹤0.01% 1098
2017
Q3 		$65K Buy
2,019
+1,789
+778% +$53.5K ﹤0.01% 1022
2017
Q2 		$7K Buy
230
+22
+11% +$660 ﹤0.01% 1676
2017
Q1 		$6K Buy
208
+38
+22% +$1.17K ﹤0.01% 1671
2016
Q4 		$5K Buy
+170
New +$4.55K ﹤0.01% 1835
2015
Q4 		– Sell
-80
Closed -$2K – 1600
2015
Q3 		$2K Buy
80
+30
+60% +$739 ﹤0.01% 1424
2015
Q2 		$1K Hold
50
– – ﹤0.01% 1301
2015
Q1 		$1K Hold
50
– – ﹤0.01% 1439
2014
Q4 		$1K Hold
50
– – ﹤0.01% 1604
2014
Q3 		$1K Hold
50
– – ﹤0.01% 1240
2014
Q2 		$1K Hold
50
– – ﹤0.01% 1186
2014
Q1 		$1K Buy
+50
New +$1.22K ﹤0.01% 1193

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Northwestern Mutual Wealth Management's CADE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 16,274 shares — an estimated $697K sold.

Northwestern Mutual Wealth Management first reported a position in CADE in Q1 2014 and held it in 44 quarters. The position peaked at $11.3M in Q4 2019. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 16,274 Cadence Bank shares in Q1 2026, an estimated $697K.
  • Northwestern Mutual Wealth Management first reported a position in Cadence Bank in Q1 2014 and held it in 44 quarters.
  • Northwestern Mutual Wealth Management's Cadence Bank position peaked at $11.3M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.