Sequoia Financial Advisors’s Cadence Bank CADE Stock Holding History

Sequoia Financial Advisors’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	-6,977	Closed	-$299K	–	1952
2025 Q4	$299K	Buy	+6,977	New	+$276K	﹤0.01%	1563

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

Sequoia Financial Advisors's CADE Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,977 shares — an estimated $299K sold.

Sequoia Financial Advisors first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $299K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Sequoia Financial Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 6,977 Cadence Bank shares in Q1 2026, an estimated $299K.
Sequoia Financial Advisors first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Sequoia Financial Advisors's Cadence Bank position peaked at $299K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.