SAG
CADE

SageView Advisory Group’s Cadence Bank CADE Stock Holding History

SageView Advisory Group’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 		$8.14K Buy
+190
New +$7.53K ﹤0.01% 1793

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

SageView Advisory Group's CADE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Cadence Bank (CADE) in Q4 2025: 190 shares worth $8.14K. The stake represents ﹤0.01% of the portfolio and ranks #1793 among its holdings.

416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • SageView Advisory Group held 190 shares of Cadence Bank worth $8.14K as of Q4 2025.
  • Cadence Bank was a new SageView Advisory Group position in Q4 2025.
  • Cadence Bank made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1793 holding.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.