RJFSA
CADE

Raymond James Financial Services Advisors’s Cadence Bank CADE Stock Holding History

Raymond James Financial Services 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
2022
Q4 		– Sell
-30,000
Closed -$15K – 3278
2022
Q3 		$15K Buy
+30,000
New +$770K ﹤0.01% 3183

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Raymond James Financial Services Advisors's CADE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Cadence Bank (CADE) stake by 15% in Q3 2024, buying an estimated $335K and bringing the position to 80,842 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Raymond James Financial Services Advisors first reported a position in CADE in Q4 2013 and has held it in 31 quarters since. The position peaked at $17.5M in Q3 2019. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

  • Raymond James Financial Services Advisors held 80,842 shares of Cadence Bank worth $2.57M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 10,802 Cadence Bank shares in Q3 2024, an estimated $335K.
  • Cadence Bank made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1600 holding.
  • Raymond James Financial Services Advisors first reported a position in Cadence Bank in Q4 2013 and has held it in 31 quarters since.
  • Raymond James Financial Services Advisors's Cadence Bank position peaked at $17.5M in Q3 2019.
  • 327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.