RFG Advisory’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-39,993
| Closed | -$1.71M | – | 1050 |
|
|
2025
Q4 | $1.71M | Buy |
39,993
+6,426
| +19% | +$255K | 0.03% | 373 |
|
|
2025
Q3 | $1.26M | Hold |
33,567
| – | – | 0.03% | 435 |
|
|
2025
Q2 | $1.07M | Buy |
33,567
+637
| +2% | +$19.1K | 0.03% | 431 |
|
|
2025
Q1 | $1,000K | Sell |
32,930
-6,000
| -15% | -$199K | 0.03% | 398 |
|
|
2024
Q4 | $1.34M | Buy |
38,930
+30,014
| +337% | +$1.06M | 0.04% | 320 |
|
|
2024
Q3 | $284K | Hold |
8,916
| – | – | 0.01% | 630 |
|
|
2024
Q2 | $252K | Hold |
8,916
| – | – | 0.01% | 636 |
|
|
2024
Q1 | $259K | Hold |
8,916
| – | – | 0.01% | 639 |
|
|
2023
Q4 | $264K | Buy |
+8,916
| New | +$218K | 0.01% | 580 |
|
|
2023
Q1 | – | Sell |
-8,916
| Closed | -$251K | – | 635 |
|
|
2022
Q4 | $251K | Sell |
8,916
-424
| -5% | -$11.4K | 0.01% | 545 |
|
|
2022
Q3 | $256K | Hold |
9,340
| – | – | 0.01% | 523 |
|
|
2022
Q2 | $243K | Sell |
9,340
-263
| -3% | -$6.77K | 0.01% | 500 |
|
|
2022
Q1 | $281K | Buy |
+9,603
| New | +$300K | 0.02% | 425 |
|
|
2021
Q4 | – | Sell |
-10,690
| Closed | -$318K | – | 482 |
|
|
2021
Q3 | $318K | Hold |
10,690
| – | – | 0.03% | 341 |
|
|
2021
Q2 | $303K | Hold |
10,690
| – | – | 0.03% | 350 |
|
|
2021
Q1 | $347K | Buy |
10,690
+4
| +0% | +$123 | 0.04% | 312 |
|
|
2020
Q4 | $319K | Hold |
10,686
| – | – | 0.04% | 319 |
|
|
2020
Q3 | $207K | Hold |
10,686
| – | – | 0.03% | 376 |
|
|
2020
Q2 | $243K | Hold |
10,686
| – | – | 0.04% | 330 |
|
|
2020
Q1 | $202K | Hold |
10,686
| – | – | 0.04% | 324 |
|
|
2019
Q4 | $336K | Hold |
10,686
| – | – | 0.06% | 262 |
|
|
2019
Q3 | $316K | Buy |
+10,686
| New | +$305K | 0.06% | 239 |
|
Other funds holding CADE
RFG Advisory's CADE Position: Q1 2026 in Review
RFG Advisory sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 39,993 shares — an estimated $1.71M sold.
RFG Advisory first reported a position in CADE in Q3 2019 and held it in 22 quarters. The position peaked at $1.71M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- RFG Advisory reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- RFG Advisory sold 39,993 Cadence Bank shares in Q1 2026, an estimated $1.71M.
- RFG Advisory first reported a position in Cadence Bank in Q3 2019 and held it in 22 quarters.
- RFG Advisory's Cadence Bank position peaked at $1.71M in Q4 2025.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.