PS
CADE

Principal Securities’s Cadence Bank CADE Stock Holding History

Principal Securities’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
Q4 		– Sell
-73
Closed -$2.74K – 1653
2025
Q3 		$2.74K Buy
73
+4
+6% +$144 ﹤0.01% 3155
2025
Q2 		$2.21K Buy
69
+18
+35% +$539 ﹤0.01% 3113
2025
Q1 		$1.76K Hold
51
– – ﹤0.01% 3074
2024
Q4 		$1.76K Hold
51
– – ﹤0.01% 3068
2024
Q3 		$1.62K Buy
51
+30
+143% +$929 ﹤0.01% 3013
2024
Q2 		$594 Buy
+21
New +$591 ﹤0.01% 3171

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Principal Securities's CADE Position: Q4 2025 in Review

Principal Securities sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 73 shares — an estimated $2.74K sold.

Principal Securities first reported a position in CADE in Q2 2024 and held it in 6 quarters. The position peaked at $2.74K in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Principal Securities reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 73 Cadence Bank shares in Q4 2025, an estimated $2.74K.
  • Principal Securities first reported a position in Cadence Bank in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Cadence Bank position peaked at $2.74K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.