Smartleaf Asset Management’s Cadence Bank CADE Stock Holding History

Smartleaf Asset 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	-1,207	Closed	-$52.1K	–	3526
2025 Q4	$52.1K	Buy	1,207 +493	+69%	+$19.5K	﹤0.01%	1533
2025 Q3	$27K	Buy	714 +33	+5%	+$1.19K	﹤0.01%	1690
2025 Q2	$21.9K	Sell	681 -199	-23%	-$5.96K	﹤0.01%	1512
2025 Q1	$26.5K	Sell	880 -283	-24%	-$9.38K	﹤0.01%	1462
2024 Q4	$40K	Buy	1,163 +722	+164%	+$25.4K	﹤0.01%	1273
2024 Q3	$13.8K	Buy	441 +231	+110%	+$7.16K	﹤0.01%	1560
2024 Q2	$5.89K	Buy	+210	New	+$5.91K	﹤0.01%	1721

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

Smartleaf Asset Management's CADE Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 1,207 shares — an estimated $52.1K sold.

Smartleaf Asset Management first reported a position in CADE in Q2 2024 and held it in 7 quarters. The position peaked at $52.1K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Smartleaf Asset Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 1,207 Cadence Bank shares in Q1 2026, an estimated $52.1K.
Smartleaf Asset Management first reported a position in Cadence Bank in Q2 2024 and held it in 7 quarters.
Smartleaf Asset Management's Cadence Bank position peaked at $52.1K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.