SAA
CADE

Southeast Asset Advisors’s Cadence Bank CADE Stock Holding History

Southeast Asset 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
-6,213
Closed -$266K – 221
2025
Q4 		$266K Hold
6,213
– – 0.03% 189
2025
Q3 		$233K Buy
+6,213
New +$224K 0.03% 191

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

Southeast Asset Advisors's CADE Position: Q1 2026 in Review

Southeast Asset Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,213 shares — an estimated $266K sold.

Southeast Asset Advisors first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $266K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Southeast Asset Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Southeast Asset Advisors sold 6,213 Cadence Bank shares in Q1 2026, an estimated $266K.
  • Southeast Asset Advisors first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
  • Southeast Asset Advisors's Cadence Bank position peaked at $266K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.