Schroder Investment Management Group
CADE

Schroder Investment Management Group’s Cadence Bank CADE Stock Holding History

Schroder Investment Management 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
Q1 		– Sell
-7,248
Closed -$249K – 1201
2024
Q4 		$249K Buy
+7,248
New +$255K ﹤0.01% 1162
2022
Q1 		– Sell
-5,826
Closed -$174K – 1380
2021
Q4 		$174K Hold
5,826
– – ﹤0.01% 1258
2021
Q3 		$173K Hold
5,826
– – ﹤0.01% 1347
2021
Q2 		$165K Buy
+5,826
New +$177K ﹤0.01% 1360
2014
Q1 		– Sell
-2,200
Closed -$55.9K – 1435
2013
Q4 		$55.9K Hold
2,200
– – ﹤0.01% 1333
2013
Q3 		$43.9K Hold
2,200
– – ﹤0.01% 1349
2013
Q2 		$38.9K Buy
+2,200
New +$36.3K ﹤0.01% 1346

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Schroder Investment Management Group's CADE Position: Q1 2025 in Review

Schroder Investment Management Group sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 7,248 shares — an estimated $249K sold.

Schroder Investment Management Group first reported a position in CADE in Q2 2013 and held it in 7 quarters. The position peaked at $249K in Q4 2024. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

  • Schroder Investment Management Group reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 7,248 Cadence Bank shares in Q1 2025, an estimated $249K.
  • Schroder Investment Management Group first reported a position in Cadence Bank in Q2 2013 and held it in 7 quarters.
  • Schroder Investment Management Group's Cadence Bank position peaked at $249K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Schroder Investment Management Group's 13F filing for Q1 2025, filed 13 May 2025.