PWA
CADE

Principia Wealth Advisory’s Cadence Bank CADE Stock Holding History

Principia Wealth Advisory’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 		$1.24K Sell
29
-5
-15% -$198 ﹤0.01% 606
2025
Q3 		$1.28K Buy
34
+7
+26% +$252 ﹤0.01% 557
2025
Q2 		$863 Buy
27
+15
+125% +$450 ﹤0.01% 615
2025
Q1 		$346 Buy
+12
New +$398 ﹤0.01% 664

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

Principia Wealth Advisory's CADE Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Cadence Bank (CADE) stake by 15% in Q4 2025, selling an estimated $198 and leaving 29 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Principia Wealth Advisory first reported a position in CADE in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.28K in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Principia Wealth Advisory held 29 shares of Cadence Bank worth $1.24K as of Q4 2025.
  • Principia Wealth Advisory sold 5 Cadence Bank shares in Q4 2025, an estimated $198.
  • Cadence Bank made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #606 holding.
  • Principia Wealth Advisory first reported a position in Cadence Bank in Q1 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Cadence Bank position peaked at $1.28K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.