RA
CADE

Rise Advisors’s Cadence Bank CADE Stock Holding History

Rise 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
2025
Q4 		– Sell
-828
Closed -$31.1K – 304
2025
Q3 		$31.1K Buy
828
+7
+0.9% +$252 0.01% 364
2025
Q2 		$26.3K Buy
821
+8
+1% +$240 0.01% 400
2025
Q1 		$24.7K Sell
813
-402
-33% -$13.3K 0.01% 404
2024
Q4 		$41.9K Buy
1,215
+9
+0.7% +$317 0.02% 272
2024
Q3 		$38.4K Buy
1,206
+11
+0.9% +$341 0.02% 307
2024
Q2 		$33.8K Buy
1,195
+10
+0.8% +$281 0.02% 327
2024
Q1 		$34.4K Buy
+1,185
New +$32.9K 0.02% 324

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Rise Advisors's CADE Position: Q4 2025 in Review

Rise Advisors sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 828 shares — an estimated $31.1K sold.

Rise Advisors first reported a position in CADE in Q1 2024 and held it in 7 quarters. The position peaked at $41.9K in Q4 2024. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Rise Advisors reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 828 Cadence Bank shares in Q4 2025, an estimated $31.1K.
  • Rise Advisors first reported a position in Cadence Bank in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Cadence Bank position peaked at $41.9K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.