Pinnacle Financial Partners (Tennessee)’s Cadence Bank CADE Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	–	Sell	-1,750	Closed	-$56K	–	468
2025 Q2	$56K	Hold	1,750	–	–	﹤0.01%	474
2025 Q1	$60.3K	Hold	1,750	–	–	﹤0.01%	481
2024 Q4	$55.7K	Hold	1,750	–	–	﹤0.01%	476
2024 Q3	$55.7K	Hold	1,750	–	–	﹤0.01%	475
2024 Q2	$50.8K	Hold	1,750	–	–	﹤0.01%	478
2024 Q1	$50.8K	Buy	1,750 +1,450	+483%	+$40.3K	﹤0.01%	473
2023 Q4	$8.88K	Hold	300	–	–	﹤0.01%	506
2023 Q3	$6.37K	Hold	300	–	–	﹤0.01%	491
2023 Q2	$5.89K	Hold	300	–	–	﹤0.01%	512
2023 Q1	$6.23K	Hold	300	–	–	﹤0.01%	503
2022 Q4	$7.4K	Buy	+300	New	+$8.05K	﹤0.01%	486

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee)'s CADE Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 1,750 shares — an estimated $56K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in CADE in Q4 2022 and held it in 11 quarters. The position peaked at $60.3K in Q1 2025. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 1,750 Cadence Bank shares in Q3 2025, an estimated $56K.
Pinnacle Financial Partners (Tennessee) first reported a position in Cadence Bank in Q4 2022 and held it in 11 quarters.
Pinnacle Financial Partners (Tennessee)'s Cadence Bank position peaked at $60.3K in Q1 2025.
399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.