Peck Wealth Management’s Cadence Bank CADE Stock Holding History

Peck 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
2026 Q1	–	Sell	-1,000	Closed	-$42.8K	–	125
2025 Q4	$42.8K	Hold	1,000	–	–	0.04%	115
2025 Q3	$37.5K	Buy	+1,000	New	+$36K	0.04%	117

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Peck Wealth Management's CADE Position: Q1 2026 in Review

Peck Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 1,000 shares — an estimated $42.8K sold.

Peck Wealth Management first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $42.8K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Peck Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Peck Wealth Management sold 1,000 Cadence Bank shares in Q1 2026, an estimated $42.8K.
Peck Wealth Management first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Peck Wealth Management's Cadence Bank position peaked at $42.8K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Peck Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.