Osaic Holdings’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,419
| Closed | -$60.8K | – | 7842 |
|
|
2025
Q4 | $60.8K | Sell |
1,419
-261
| -16% | -$10.3K | ﹤0.01% | 5103 |
|
|
2025
Q3 | $63.2K | Buy |
1,680
+238
| +17% | +$8.58K | ﹤0.01% | 5157 |
|
|
2025
Q2 | $46.1K | Buy |
1,442
+283
| +24% | +$8.48K | ﹤0.01% | 5106 |
|
|
2025
Q1 | $35.2K | Sell |
1,159
-966
| -45% | -$32K | ﹤0.01% | 4965 |
|
|
2024
Q4 | $73.2K | Sell |
2,125
-591
| -22% | -$20.8K | ﹤0.01% | 4412 |
|
|
2024
Q3 | $86.5K | Buy |
2,716
+246
| +10% | +$7.62K | ﹤0.01% | 4334 |
|
|
2024
Q2 | $69.9K | Sell |
2,470
-3,620
| -59% | -$102K | ﹤0.01% | 4418 |
|
|
2024
Q1 | $177K | Sell |
6,090
-1,585
| -21% | -$44.1K | ﹤0.01% | 3789 |
|
|
2023
Q4 | $227K | Sell |
7,675
-5,174
| -40% | -$126K | ﹤0.01% | 3813 |
|
|
2023
Q3 | $273K | Buy |
12,849
+119
| +0.9% | +$2.69K | ﹤0.01% | 3762 |
|
|
2023
Q2 | $250K | Sell |
12,730
-1,588
| -11% | -$31.3K | ﹤0.01% | 3723 |
|
|
2023
Q1 | $297K | Buy |
14,318
+51
| +0.4% | +$1.27K | ﹤0.01% | 3568 |
|
|
2022
Q4 | $352K | Buy |
14,267
+204
| +1% | +$5.47K | ﹤0.01% | 3368 |
|
|
2022
Q3 | $358K | Sell |
14,063
-1,140
| -7% | -$29.3K | ﹤0.01% | 3213 |
|
|
2022
Q2 | $356K | Buy |
15,203
+11,786
| +345% | +$303K | ﹤0.01% | 3266 |
|
|
2022
Q1 | $100K | Sell |
3,417
-6,697
| -66% | -$209K | ﹤0.01% | 4594 |
|
|
2021
Q4 | $301K | Sell |
10,114
-437
| -4% | -$13.2K | ﹤0.01% | 3560 |
|
|
2021
Q3 | $315K | Buy |
10,551
+1,574
| +18% | +$43.9K | ﹤0.01% | 3500 |
|
|
2021
Q2 | $255K | Sell |
8,977
-2,181
| -20% | -$66.1K | ﹤0.01% | 3664 |
|
|
2021
Q1 | $362K | Buy |
11,158
+997
| +10% | +$30.8K | ﹤0.01% | 3207 |
|
|
2020
Q4 | $278K | Buy |
10,161
+3,254
| +47% | +$82.2K | ﹤0.01% | 3180 |
|
|
2020
Q3 | $134K | Sell |
6,907
-421
| -6% | -$8.99K | ﹤0.01% | 3585 |
|
|
2020
Q2 | $166K | Buy |
7,328
+3,858
| +111% | +$81.8K | ﹤0.01% | 3292 |
|
|
2020
Q1 | $66K | Buy |
+3,470
| New | +$91.7K | ﹤0.01% | 3771 |
|
Other funds holding CADE
Osaic Holdings's CADE Position: Q1 2026 in Review
Osaic Holdings sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 1,419 shares — an estimated $60.8K sold.
Osaic Holdings first reported a position in CADE in Q1 2020 and held it in 24 quarters. The position peaked at $362K in Q1 2021. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Osaic Holdings reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Osaic Holdings sold 1,419 Cadence Bank shares in Q1 2026, an estimated $60.8K.
- Osaic Holdings first reported a position in Cadence Bank in Q1 2020 and held it in 24 quarters.
- Osaic Holdings's Cadence Bank position peaked at $362K in Q1 2021.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.