SSWM
CADE

Sheets Smith Wealth Management’s Cadence Bank CADE Stock Holding History

Sheets Smith Wealth Management’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
-18,444
Closed -$790K – 395
2025
Q4 		$790K Buy
18,444
+26
+0.1% +$1.03K 0.09% 212
2025
Q3 		$691K Buy
18,418
+378
+2% +$13.6K 0.08% 237
2025
Q2 		$577K Buy
18,040
+464
+3% +$13.9K 0.07% 263
2025
Q1 		$534K Buy
17,576
+882
+5% +$29.2K 0.07% 242
2024
Q4 		$575K Buy
16,694
+719
+5% +$25.3K 0.07% 241
2024
Q3 		$509K Buy
15,975
+10
+0.1% +$310 0.06% 249
2024
Q2 		$451K Buy
15,965
+10
+0.1% +$281 0.05% 258
2024
Q1 		$463K Buy
15,955
+10
+0.1% +$278 0.05% 254
2023
Q4 		$472K Sell
15,945
-311
-2% -$7.59K 0.07% 224
2023
Q3 		$345K Buy
16,256
+589
+4% +$13.3K 0.05% 257
2023
Q2 		$308K Sell
15,667
-859
-5% -$16.9K 0.05% 273
2023
Q1 		$343K Buy
16,526
+10
+0.1% +$249 0.05% 246
2022
Q4 		$407K Buy
16,516
+9
+0.1% +$242 0.06% 221
2022
Q3 		$419K Buy
16,507
+5,675
+52% +$146K 0.07% 198
2022
Q2 		$254K Buy
+10,832
New +$279K 0.04% 262

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

Sheets Smith Wealth Management's CADE Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 18,444 shares — an estimated $790K sold.

Sheets Smith Wealth Management first reported a position in CADE in Q2 2022 and held it in 15 quarters. The position peaked at $790K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Sheets Smith Wealth Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 18,444 Cadence Bank shares in Q1 2026, an estimated $790K.
  • Sheets Smith Wealth Management first reported a position in Cadence Bank in Q2 2022 and held it in 15 quarters.
  • Sheets Smith Wealth Management's Cadence Bank position peaked at $790K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.