Pinnacle Wealth Planning Services’s Cadence Bank CADE Stock Holding History

Pinnacle Wealth Planning Services’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	-333	Closed	-$14.3K	–	2754
2025 Q4	$14.3K	Buy	+333	New	+$13.2K	﹤0.01%	1869

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

Pinnacle Wealth Planning Services's CADE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 333 shares — an estimated $14.3K sold.

Pinnacle Wealth Planning Services first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 333 Cadence Bank shares in Q1 2026, an estimated $14.3K.
Pinnacle Wealth Planning Services first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Cadence Bank position peaked at $14.3K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.