O'Shaughnessy Asset Management’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 |
-15,271
| Closed | -$654K | – | 2684 |
|
|
2025
Q4 | $654K | Buy |
15,271
+1,069
| +8% | +$42.3K | ﹤0.01% | 1361 |
|
|
2025
Q3 | $533K | Buy |
14,202
+5,775
| +69% | +$208K | ﹤0.01% | 1451 |
|
|
2025
Q2 | $269K | Sell |
8,427
-189
| -2% | -$5.67K | ﹤0.01% | 1688 |
|
|
2025
Q1 | $262K | Sell |
8,616
-193
| -2% | -$6.39K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $303K | Buy |
8,809
+1,665
| +23% | +$58.6K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $233K | Buy |
+7,144
| New | +$221K | ﹤0.01% | 1599 |
|
|
2022
Q1 | – | Sell |
-12,541
| Closed | -$374K | – | 1284 |
|
|
2021
Q4 | $374K | Buy |
12,541
+12,152
| +3,124% | +$367K | 0.01% | 781 |
|
|
2021
Q3 | $12K | Buy |
+389
| New | +$10.8K | ﹤0.01% | 2098 |
|
|
2015
Q1 | – | Sell |
-715
| Closed | -$16K | – | 1020 |
|
|
2014
Q4 | $16K | Sell |
715
-26,048
| -97% | -$566K | ﹤0.01% | 737 |
|
|
2014
Q3 | $538K | Sell |
26,763
-4,629
| -15% | -$101K | 0.01% | 397 |
|
|
2014
Q2 | $771K | Sell |
31,392
-11,001
| -26% | -$262K | 0.01% | 368 |
|
|
2014
Q1 | $1.06M | Sell |
42,393
-1,429
| -3% | -$34.8K | 0.02% | 310 |
|
|
2013
Q4 | $1.11M | Buy |
+43,822
| New | +$999K | 0.02% | 306 |
|
|
2013
Q3 | – | Sell |
-25,975
| Closed | -$461K | – | 942 |
|
|
2013
Q2 | $461K | Buy |
+25,975
| New | +$429K | 0.01% | 401 |
|
Other funds holding CADE
O'Shaughnessy Asset Management's CADE Position: Q1 2026 in Review
O'Shaughnessy Asset Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 15,271 shares — an estimated $654K sold.
O'Shaughnessy Asset Management first reported a position in CADE in Q2 2013 and held it in 14 quarters. The position peaked at $1.11M in Q4 2013. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- O'Shaughnessy Asset Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- O'Shaughnessy Asset Management sold 15,271 Cadence Bank shares in Q1 2026, an estimated $654K.
- O'Shaughnessy Asset Management first reported a position in Cadence Bank in Q2 2013 and held it in 14 quarters.
- O'Shaughnessy Asset Management's Cadence Bank position peaked at $1.11M in Q4 2013.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.