OPS
CADE

Orion Portfolio Solutions’s Cadence Bank CADE Stock Holding History

Orion Portfolio Solutions’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
Q1 		$325K Sell
10,717
-688
-6% -$22.8K ﹤0.01% 1591
2024
Q4 		$393K Sell
11,405
-2,788
-20% -$98.1K ﹤0.01% 1432
2024
Q3 		$452K Buy
14,193
+3,131
+28% +$97K ﹤0.01% 1371
2024
Q2 		$313K Buy
+11,062
New +$311K ﹤0.01% 1451
2020
Q3 		– Sell
-155
Closed -$4K – 661
2020
Q2 		$4K Buy
+155
New +$3.29K ﹤0.01% 1530
2020
Q1 		– Sell
-572
Closed -$18K – 1934
2019
Q4 		$18K Buy
+572
New +$17.7K ﹤0.01% 797

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Orion Portfolio Solutions's CADE Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Cadence Bank (CADE) stake by 6% in Q1 2025, selling an estimated $22.8K and leaving 10,717 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Orion Portfolio Solutions first reported a position in CADE in Q4 2019 and has held it in 6 quarters since. The position peaked at $452K in Q3 2024. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

  • Orion Portfolio Solutions held 10,717 shares of Cadence Bank worth $325K as of Q1 2025.
  • Orion Portfolio Solutions sold 688 Cadence Bank shares in Q1 2025, an estimated $22.8K.
  • Cadence Bank made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1591 holding.
  • Orion Portfolio Solutions first reported a position in Cadence Bank in Q4 2019 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Cadence Bank position peaked at $452K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.