PenderFund Capital Management’s Cadence Bank CADE Stock Holding History

PenderFund Capital 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	-7,975	Closed	-$342K	–	262
2025 Q4	$342K	Buy	+7,975	New	+$316K	0.05%	83

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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

PenderFund Capital Management's CADE Position: Q1 2026 in Review

PenderFund Capital Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 7,975 shares — an estimated $342K sold.

PenderFund Capital Management first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $342K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

PenderFund Capital Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
PenderFund Capital Management sold 7,975 Cadence Bank shares in Q1 2026, an estimated $342K.
PenderFund Capital Management first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
PenderFund Capital Management's Cadence Bank position peaked at $342K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on PenderFund Capital Management's 13F filing for Q1 2026, filed 15 May 2026.