OneDigital Investment Advisors’s Cadence Bank CADE Stock Holding History

OneDigital Investment Advisors’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	-5,141	Closed	-$220K	–	1490
2025 Q4	$220K	Sell	5,141 -1,024	-17%	-$40.6K	﹤0.01%	1388
2025 Q3	$231K	Buy	+6,165	New	+$222K	﹤0.01%	1349

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OneDigital Investment Advisors's CADE Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,141 shares — an estimated $220K sold.

OneDigital Investment Advisors first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

OneDigital Investment Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 5,141 Cadence Bank shares in Q1 2026, an estimated $220K.
OneDigital Investment Advisors first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
OneDigital Investment Advisors's Cadence Bank position peaked at $231K in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.