Rialto Wealth Management’s Cadence Bank CADE Stock Holding History

Rialto Wealth Management’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	-37	Closed	-$1.59K	–	1737
2025 Q4	$1.59K	Buy	37 +3	+9%	+$119	﹤0.01%	832
2025 Q3	$1.28K	Buy	34 +6	+21%	+$216	﹤0.01%	838
2025 Q2	$896	Buy	+28	New	+$839	﹤0.01%	900

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rialto Wealth Management's CADE Position: Q1 2026 in Review

Rialto Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 37 shares — an estimated $1.59K sold.

Rialto Wealth Management first reported a position in CADE in Q2 2025 and held it in 3 quarters. The position peaked at $1.59K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Rialto Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Rialto Wealth Management sold 37 Cadence Bank shares in Q1 2026, an estimated $1.59K.
Rialto Wealth Management first reported a position in Cadence Bank in Q2 2025 and held it in 3 quarters.
Rialto Wealth Management's Cadence Bank position peaked at $1.59K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.