PP
CADE

Paloma Partners’s Cadence Bank CADE Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-9,973
Closed -$318K – 396
2024
Q3 		$318K Buy
+9,973
New +$309K 0.01% 781
2022
Q3 		– Sell
-22,800
Closed -$535K – 1039
2022
Q2 		$535K Buy
+22,800
New +$587K 0.02% 601
2021
Q3 		– Sell
-19,792
Closed -$560K – 1153
2021
Q2 		$560K Buy
19,792
+9,841
+99% +$298K 0.01% 950
2021
Q1 		$323K Sell
9,951
-2,311
-19% -$71.3K 0.01% 1428
2020
Q4 		$337K Sell
12,262
-13,153
-52% -$332K 0.01% 1104
2020
Q3 		$493K Buy
+25,415
New +$543K 0.01% 1177
2020
Q2 		– Sell
-12,847
Closed -$243K – 2076
2020
Q1 		$243K Buy
12,847
+2,137
+20% +$56.5K 0.01% 804
2019
Q4 		$336K Sell
10,710
-5,459
-34% -$169K 0.01% 1674
2019
Q3 		$479K Buy
+16,169
New +$462K 0.01% 1195
2018
Q1 		– Sell
-25,511
Closed -$802K – 1961
2017
Q4 		$802K Buy
25,511
+2,128
+9% +$68.4K 0.01% 1137
2017
Q3 		$749K Sell
23,383
-12,559
-35% -$376K 0.01% 1313
2017
Q2 		$1.1M Buy
+35,942
New +$1.08M 0.01% 1147
2017
Q1 		– Sell
-11,212
Closed -$348K – 1974
2016
Q4 		$348K Sell
11,212
-21,449
-66% -$575K ﹤0.01% 1660
2016
Q3 		$758K Buy
32,661
+11,722
+56% +$279K 0.01% 1203
2016
Q2 		$475K Sell
20,939
-3,935
-16% -$88.9K 0.01% 1560
2016
Q1 		$530K Sell
24,874
-10,635
-30% -$221K 0.01% 1272
2015
Q4 		$852K Buy
35,509
+26,254
+284% +$658K 0.02% 734
2015
Q3 		$220K Sell
9,255
-1,631
-15% -$40.2K 0.01% 1427
2015
Q2 		$280K Buy
+10,886
New +$269K 0.01% 1365
2015
Q1 		– Sell
-20,393
Closed -$459K – 1206
2014
Q4 		$459K Buy
+20,393
New +$443K 0.02% 703
2014
Q3 		– Sell
-8,883
Closed -$218K – 1023
2014
Q2 		$218K Buy
+8,883
New +$211K 0.01% 935

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

Paloma Partners's CADE Position: Q4 2024 in Review

Paloma Partners sold out of Cadence Bank (CADE) in Q4 2024, closing a stake of 9,973 shares — an estimated $318K sold.

Paloma Partners first reported a position in CADE in Q2 2014 and held it in 21 quarters. The position peaked at $1.1M in Q2 2017. 336 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

  • Paloma Partners reported no remaining Cadence Bank position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 9,973 Cadence Bank shares in Q4 2024, an estimated $318K.
  • Paloma Partners first reported a position in Cadence Bank in Q2 2014 and held it in 21 quarters.
  • Paloma Partners's Cadence Bank position peaked at $1.1M in Q2 2017.
  • 336 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.