Root Financial Partners’s Cadence Bank CADE Stock Holding History

Root Financial Partners’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	-517	Closed	-$22.1K	–	3479
2025 Q4	$22.1K	Buy	517 +44	+9%	+$1.74K	﹤0.01%	1136
2025 Q3	$17.8K	Buy	+473	New	+$17K	﹤0.01%	1177

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

Root Financial Partners's CADE Position: Q1 2026 in Review

Root Financial Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 517 shares — an estimated $22.1K sold.

Root Financial Partners first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $22.1K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Root Financial Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 517 Cadence Bank shares in Q1 2026, an estimated $22.1K.
Root Financial Partners first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Root Financial Partners's Cadence Bank position peaked at $22.1K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.