Pathstone Holdings
CADE

Pathstone Holdings’s Cadence Bank CADE Stock Holding History

Pathstone Holdings’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
2026
Q1 		– Sell
-34,550
Closed -$1.48M – 2247
2025
Q4 		$1.48M Sell
34,550
-594
-2% -$23.5K 0.01% 1184
2025
Q3 		$1.32M Buy
35,144
+556
+2% +$20K 0.01% 1264
2025
Q2 		$1.11M Buy
34,588
+2,915
+9% +$87.4K ﹤0.01% 1337
2025
Q1 		$966K Buy
31,673
+888
+3% +$29.4K ﹤0.01% 1402
2024
Q4 		$1.06M Buy
30,785
+636
+2% +$22.4K ﹤0.01% 1343
2024
Q3 		$960K Buy
30,149
+559
+2% +$17.3K ﹤0.01% 1389
2024
Q2 		$837K Buy
29,590
+1,472
+5% +$41.4K ﹤0.01% 1422
2024
Q1 		$815K Buy
28,118
+1,707
+6% +$47.5K ﹤0.01% 1409
2023
Q4 		$782K Buy
+26,411
New +$644K ﹤0.01% 1217

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pathstone Holdings's CADE Position: Q1 2026 in Review

Pathstone Holdings sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 34,550 shares — an estimated $1.48M sold.

Pathstone Holdings first reported a position in CADE in Q4 2023 and held it in 9 quarters. The position peaked at $1.48M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Pathstone Holdings reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Pathstone Holdings sold 34,550 Cadence Bank shares in Q1 2026, an estimated $1.48M.
  • Pathstone Holdings first reported a position in Cadence Bank in Q4 2023 and held it in 9 quarters.
  • Pathstone Holdings's Cadence Bank position peaked at $1.48M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.