R Squared’s Cadence Bank CADE Stock Holding History

R Squared’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 Q1	–	Sell	-30	Closed	-$1.03K	–	494
2024 Q4	$1.03K	Buy	+30	New	+$1.05K	﹤0.01%	1511

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

R Squared's CADE Position: Q1 2025 in Review

R Squared sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 30 shares — an estimated $1.03K sold.

R Squared first reported a position in CADE in Q4 2024 and held it in 1 quarter. The position peaked at $1.03K in Q4 2024. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

R Squared reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
R Squared sold 30 Cadence Bank shares in Q1 2025, an estimated $1.03K.
R Squared first reported a position in Cadence Bank in Q4 2024 and held it in 1 quarter.
R Squared's Cadence Bank position peaked at $1.03K in Q4 2024.
352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.