Raymond James Financial
CADE

Raymond James Financial’s Cadence Bank CADE Stock Holding History

Raymond James Financial’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
-382,671
Closed -$16.4M – 5319
2025
Q4 		$16.4M Sell
382,671
-78,425
-17% -$3.11M 0.01% 1578
2025
Q3 		$17.3M Buy
461,096
+19,603
+4% +$707K 0.01% 1508
2025
Q2 		$14.1M Buy
441,493
+45,292
+11% +$1.36M ﹤0.01% 1619
2025
Q1 		$12M Buy
396,201
+12,319
+3% +$408K ﹤0.01% 1672
2024
Q4 		$13.2M Buy
+383,882
New +$13.5M ﹤0.01% 1625

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

Raymond James Financial's CADE Position: Q1 2026 in Review

Raymond James Financial sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 382,671 shares — an estimated $16.4M sold.

Raymond James Financial first reported a position in CADE in Q4 2024 and held it in 5 quarters. The position peaked at $17.3M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Raymond James Financial reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 382,671 Cadence Bank shares in Q1 2026, an estimated $16.4M.
  • Raymond James Financial first reported a position in Cadence Bank in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's Cadence Bank position peaked at $17.3M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.