Ritholtz Wealth Management’s Cadence Bank CADE Stock Holding History

Ritholtz 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	-5,965	Closed	-$256K	–	1201
2025 Q4	$256K	Hold	5,965	–	–	﹤0.01%	971
2025 Q3	$224K	Buy	+5,965	New	+$215K	﹤0.01%	940

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

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

Ritholtz Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,965 shares — an estimated $256K sold.

Ritholtz Wealth Management first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $256K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Ritholtz Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 5,965 Cadence Bank shares in Q1 2026, an estimated $256K.
Ritholtz Wealth Management first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Ritholtz Wealth Management's Cadence Bank position peaked at $256K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.