Sanders Morris Harris’s Cadence Bank CADE Stock Holding History

Sanders Morris Harris’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	-31,864	Closed	-$1.2M	–	72
2025 Q3	$1.2M	Hold	31,864	–	–	0.16%	95
2025 Q2	$1.02M	Hold	31,864	–	–	0.24%	39
2025 Q1	$967K	Hold	31,864	–	–	0.15%	94
2024 Q4	$1.1M	Hold	31,864	–	–	0.16%	92
2024 Q3	$1.01M	Hold	31,864	–	–	0.17%	86
2024 Q2	$901K	Hold	31,864	–	–	0.15%	95
2024 Q1	$924K	Buy	+31,864	New	+$886K	0.17%	95
2023 Q4	–	Sell	-31,864	Closed	-$676K	–	176
2023 Q3	$676K	Hold	31,864	–	–	0.14%	112
2023 Q2	$626K	Hold	31,864	–	–	0.14%	113
2023 Q1	$661K	Hold	31,864	–	–	0.23%	39
2022 Q4	$786K	Hold	31,864	–	–	0.3%	75
2022 Q3	$810K	Hold	31,864	–	–	0.2%	82
2022 Q2	$748K	Hold	31,864	–	–	0.16%	96
2022 Q1	$932K	Buy	31,864 +24,864	+355%	+$776K	0.18%	92
2021 Q4	$209K	Buy	+7,000	New	+$211K	0.04%	273

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Sanders Morris Harris's CADE Position: Q4 2025 in Review

Sanders Morris Harris sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 31,864 shares — an estimated $1.2M sold.

Sanders Morris Harris first reported a position in CADE in Q4 2021 and held it in 15 quarters. The position peaked at $1.2M in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

Sanders Morris Harris reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
Sanders Morris Harris sold 31,864 Cadence Bank shares in Q4 2025, an estimated $1.2M.
Sanders Morris Harris first reported a position in Cadence Bank in Q4 2021 and held it in 15 quarters.
Sanders Morris Harris's Cadence Bank position peaked at $1.2M in Q3 2025.
416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.