Private Wealth Management Group’s Cadence Bank CADE Stock Holding History

Private Wealth Management 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	-176	Closed	-$7.54K	–	1452
2025 Q4	$7.54K	Hold	176	–	–	﹤0.01%	609
2025 Q3	$6.61K	Hold	176	–	–	﹤0.01%	681
2025 Q2	$5.63K	Hold	176	–	–	﹤0.01%	709
2025 Q1	$5.34K	Hold	176	–	–	﹤0.01%	702
2024 Q4	$6.06K	Hold	176	–	–	﹤0.01%	668
2024 Q3	$5.61K	Hold	176	–	–	﹤0.01%	681
2024 Q2	$4.98K	Hold	176	–	–	﹤0.01%	704
2024 Q1	$5.1K	Hold	176	–	–	﹤0.01%	618
2023 Q4	$5.21K	Buy	+176	New	+$4.29K	﹤0.01%	617

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

Private Wealth Management Group's CADE Position: Q1 2026 in Review

Private Wealth Management Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 176 shares — an estimated $7.54K sold.

Private Wealth Management Group first reported a position in CADE in Q4 2023 and held it in 9 quarters. The position peaked at $7.54K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Private Wealth Management Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 176 Cadence Bank shares in Q1 2026, an estimated $7.54K.
Private Wealth Management Group first reported a position in Cadence Bank in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's Cadence Bank position peaked at $7.54K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.