RIL
CADE

Rothschild Investment LLC’s Cadence Bank CADE Stock Holding History

Rothschild Investment LLC’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
-645
Closed -$27.6K – 3617
2025
Q4 		$27.6K Buy
645
+190
+42% +$7.53K ﹤0.01% 1209
2025
Q3 		$17.1K Buy
455
+5
+1% +$180 ﹤0.01% 1278
2025
Q2 		$14.4K Buy
450
+190
+73% +$5.69K ﹤0.01% 1115
2025
Q1 		$7.89K Buy
260
+30
+13% +$994 ﹤0.01% 1248
2024
Q4 		$7.92K Buy
230
+30
+15% +$1.05K ﹤0.01% 1200
2024
Q3 		$6.37K Buy
200
+140
+233% +$4.34K ﹤0.01% 1224
2024
Q2 		$1.7K Buy
60
+45
+300% +$1.27K ﹤0.01% 1447
2024
Q1 		$435 Buy
+15
New +$417 ﹤0.01% 1403

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Rothschild Investment LLC's CADE Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 645 shares — an estimated $27.6K sold.

Rothschild Investment LLC first reported a position in CADE in Q1 2024 and held it in 8 quarters. The position peaked at $27.6K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 645 Cadence Bank shares in Q1 2026, an estimated $27.6K.
  • Rothschild Investment LLC first reported a position in Cadence Bank in Q1 2024 and held it in 8 quarters.
  • Rothschild Investment LLC's Cadence Bank position peaked at $27.6K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.