Principal Financial Group
CADE

Principal Financial Group’s Cadence Bank CADE Stock Holding History

Principal Financial Group’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
-701,052
Closed -$30M – 2198
2025
Q4 		$30M Buy
701,052
+88,511
+14% +$3.51M 0.02% 663
2025
Q3 		$23M Buy
612,541
+21,948
+4% +$791K 0.01% 780
2025
Q2 		$18.9M Buy
590,593
+165,263
+39% +$4.95M 0.01% 869
2025
Q1 		$12.9M Buy
425,330
+5,221
+1% +$173K 0.01% 1123
2024
Q4 		$14.5M Sell
420,109
-3,247
-0.8% -$114K 0.01% 1068
2024
Q3 		$13.5M Sell
423,356
-344,944
-45% -$10.7M 0.01% 1095
2024
Q2 		$21.7M Sell
768,300
-58,176
-7% -$1.64M 0.01% 811
2024
Q1 		$24M Buy
826,476
+42,267
+5% +$1.18M 0.01% 801
2023
Q4 		$23.2M Buy
784,209
+23,324
+3% +$569K 0.01% 789
2023
Q3 		$16.1M Buy
760,885
+21,781
+3% +$491K 0.01% 931
2023
Q2 		$14.5M Sell
739,104
-35,417
-5% -$699K 0.01% 1047
2023
Q1 		$16.1M Buy
774,521
+4,227
+0.5% +$105K 0.01% 989
2022
Q4 		$19M Buy
770,294
+40,847
+6% +$1.1M 0.01% 857
2022
Q3 		$18.5M Buy
729,447
+15,251
+2% +$392K 0.01% 818
2022
Q2 		$16.8M Buy
714,196
+74,685
+12% +$1.92M 0.01% 960
2022
Q1 		$18.7M Sell
639,511
-32,589
-5% -$1.02M 0.01% 957
2021
Q4 		$20M Buy
672,100
+169,897
+34% +$5.13M 0.01% 950
2021
Q3 		$15M Buy
502,203
+40,253
+9% +$1.12M 0.01% 1159
2021
Q2 		$13.1M Buy
461,950
+36,412
+9% +$1.1M 0.01% 1287
2021
Q1 		$13.8M Buy
425,538
+62,122
+17% +$1.92M 0.01% 1203
2020
Q4 		$9.97M Sell
363,416
-7,816
-2% -$197K 0.01% 1227
2020
Q3 		$7.19M Buy
371,232
+20,614
+6% +$440K 0.01% 1269
2020
Q2 		$7.97M Buy
350,618
+66,721
+24% +$1.42M 0.01% 1188
2020
Q1 		$5.37M Sell
283,897
-123,809
-30% -$3.27M 0.01% 1248
2019
Q4 		$12.8M Buy
407,706
+2,435
+0.6% +$75.2K 0.01% 1109
2019
Q3 		$12M Buy
405,271
+7,355
+2% +$210K 0.01% 1111
2019
Q2 		$11.6M Buy
397,916
+5,714
+1% +$166K 0.01% 1138
2019
Q1 		$11.1M Sell
392,202
-6,185
-2% -$184K 0.01% 1173
2018
Q4 		$10.4M Sell
398,387
-1,795
-0.4% -$52.2K 0.01% 1153
2018
Q3 		$13.1M Buy
400,182
+33,685
+9% +$1.14M 0.01% 1165
2018
Q2 		$12.1M Buy
366,497
+1,741
+0.5% +$58.2K 0.01% 1185
2018
Q1 		$11.6M Buy
364,756
+9,767
+3% +$321K 0.01% 1168
2017
Q4 		$11.2M Sell
354,989
-3,021
-0.8% -$97.1K 0.01% 1207
2017
Q3 		$11.5M Buy
358,010
+7,579
+2% +$227K 0.01% 1154
2017
Q2 		$10.7M Buy
350,431
+5,653
+2% +$169K 0.01% 1189
2017
Q1 		$10.4M Buy
344,778
+7,684
+2% +$236K 0.01% 1163
2016
Q4 		$10.5M Buy
337,094
+2,432
+0.7% +$65.2K 0.01% 1141
2016
Q3 		$7.76M Buy
334,662
+17,163
+5% +$408K 0.01% 1261
2016
Q2 		$7.2M Buy
317,499
+35,940
+13% +$812K 0.01% 1255
2016
Q1 		$6M Buy
281,559
+14,308
+5% +$297K 0.01% 1297
2015
Q4 		$6.41M Sell
267,251
-5,954
-2% -$149K 0.01% 1229
2015
Q3 		$6.49M Buy
273,205
+15,194
+6% +$374K 0.01% 1200
2015
Q2 		$6.65M Buy
258,011
+10,369
+4% +$256K 0.01% 1273
2015
Q1 		$5.75M Buy
247,642
+12,055
+5% +$263K 0.01% 1314
2014
Q4 		$5.3M Sell
235,587
-523
-0.2% -$11.4K 0.01% 1346
2014
Q3 		$4.75M Buy
236,110
+12,277
+5% +$267K 0.01% 1365
2014
Q2 		$5.5M Sell
223,833
-2,006
-0.9% -$47.7K 0.01% 1339
2014
Q1 		$5.64M Buy
225,839
+14,055
+7% +$342K 0.01% 1290
2013
Q4 		$5.38M Sell
211,784
-1,163
-0.5% -$26.5K 0.01% 1311
2013
Q3 		$4.25M Buy
212,947
+5,040
+2% +$98.9K 0.01% 1371
2013
Q2 		$3.68M Buy
+207,907
New +$3.43M 0.01% 1371

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

Principal Financial Group's CADE Position: Q1 2026 in Review

Principal Financial Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 701,052 shares — an estimated $30M sold.

Principal Financial Group first reported a position in CADE in Q2 2013 and held it in 51 quarters. The position peaked at $30M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Principal Financial Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 701,052 Cadence Bank shares in Q1 2026, an estimated $30M.
  • Principal Financial Group first reported a position in Cadence Bank in Q2 2013 and held it in 51 quarters.
  • Principal Financial Group's Cadence Bank position peaked at $30M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.