PWM
CADE

Parkworth Wealth Management’s Cadence Bank CADE Stock Holding History

Parkworth Wealth Management’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
Q2 		$224 Buy
7
+3
+75% +$90 ﹤0.01% 909
2025
Q1 		$121 Hold
4
– – ﹤0.01% 883
2024
Q4 		$138 Buy
+4
New +$141 ﹤0.01% 888

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Parkworth Wealth Management's CADE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Cadence Bank (CADE) stake by 75% in Q2 2025, buying an estimated $90 and bringing the position to 7 shares worth $224. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Parkworth Wealth Management first reported a position in CADE in Q4 2024 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

  • Parkworth Wealth Management held 7 shares of Cadence Bank worth $224 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Cadence Bank shares in Q2 2025, an estimated $90.
  • Cadence Bank made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #909 holding.
  • Parkworth Wealth Management first reported a position in Cadence Bank in Q4 2024 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.