PA
CADE

Procyon Advisors’s Cadence Bank CADE Stock Holding History

Procyon Advisors’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
-7,689
Closed -$329K – 591
2025
Q4 		$329K Hold
7,689
– – 0.02% 415
2025
Q3 		$289K Hold
7,689
– – 0.02% 412
2025
Q2 		$246K Sell
7,689
-105
-1% -$3.15K 0.02% 414
2025
Q1 		$237K Sell
7,794
-1,522
-16% -$50.4K 0.01% 530
2024
Q4 		$321K Sell
9,316
-2,373
-20% -$83.5K 0.02% 428
2024
Q3 		$372K Sell
11,689
-5,000
-30% -$155K 0.03% 400
2024
Q2 		$472K Hold
16,689
– – 0.04% 327
2024
Q1 		$484K Sell
16,689
-25
-0.1% -$695 0.04% 326
2023
Q4 		$495K Buy
16,714
+25
+0.1% +$610 0.04% 311
2023
Q3 		$354K Hold
16,689
– – 0.04% 357
2023
Q2 		$328K Hold
16,689
– – 0.04% 347
2023
Q1 		$346K Sell
16,689
-25
-0.1% -$622 0.06% 287
2022
Q4 		$412K Buy
16,714
+25
+0.1% +$671 0.08% 241
2022
Q3 		$424K Hold
16,689
– – 0.1% 189
2022
Q2 		$392K Hold
16,689
– – 0.09% 215
2022
Q1 		$488K Hold
16,689
– – 0.1% 190
2021
Q4 		$497K Hold
16,689
– – 0.11% 186
2021
Q3 		$497K Hold
16,689
– – 0.13% 156
2021
Q2 		$473K Buy
+16,689
New +$506K 0.13% 147

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

Procyon Advisors's CADE Position: Q1 2026 in Review

Procyon Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 7,689 shares — an estimated $329K sold.

Procyon Advisors first reported a position in CADE in Q2 2021 and held it in 19 quarters. The position peaked at $497K in Q4 2021. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Procyon Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Procyon Advisors sold 7,689 Cadence Bank shares in Q1 2026, an estimated $329K.
  • Procyon Advisors first reported a position in Cadence Bank in Q2 2021 and held it in 19 quarters.
  • Procyon Advisors's Cadence Bank position peaked at $497K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Procyon Advisors's 13F filing for Q1 2026, filed 4 May 2026.