SFS
CADE

Sowell Financial Services’s Cadence Bank CADE Stock Holding History

Sowell Financial Services’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
-6,141
Closed -$263K – 1132
2025
Q4 		$263K Sell
6,141
-45
-0.7% -$1.78K 0.01% 882
2025
Q3 		$232K Buy
+6,186
New +$223K 0.01% 932
2022
Q2 		– Sell
-11,315
Closed -$334K – 287
2022
Q1 		$334K Sell
11,315
-5,954
-34% -$186K 0.06% 156
2021
Q4 		$517K Buy
+17,269
New +$522K 0.03% 432
2021
Q3 		– Sell
-11,423
Closed -$326K – 482
2021
Q2 		$326K Sell
11,423
-3
-0% -$91 0.02% 465
2021
Q1 		$353K Buy
11,426
+194
+2% +$5.98K 0.01% 771
2020
Q4 		$308K Hold
11,232
– – 0.01% 683
2020
Q3 		$218K Hold
11,232
– – 0.01% 700
2020
Q2 		$255K Hold
11,232
– – 0.01% 641
2020
Q1 		$213K Sell
11,232
-32
-0.3% -$846 0.02% 631
2019
Q4 		$354K Buy
11,264
+32
+0.3% +$988 0.03% 549
2019
Q3 		$333K Buy
+11,232
New +$321K 0.03% 508
2019
Q1 		$342K Buy
12,118
+889
+8% +$26.4K 0.04% 427
2018
Q4 		$294K Hold
11,229
– – 0.04% 390
2018
Q3 		$367K Buy
+11,229
New +$382K 0.05% 246
2017
Q4 		– Sell
-11,229
Closed -$358K – 264
2017
Q3 		$358K Hold
11,229
– – 0.09% 176
2017
Q2 		$337K Hold
11,229
– – 0.1% 176
2017
Q1 		$332K Buy
11,229
+10,979
+4,392% +$337K 0.1% 176
2016
Q4 		$8K Buy
+250
New +$6.7K ﹤0.01% 497

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

Sowell Financial Services's CADE Position: Q1 2026 in Review

Sowell Financial Services sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,141 shares — an estimated $263K sold.

Sowell Financial Services first reported a position in CADE in Q4 2016 and held it in 19 quarters. The position peaked at $517K in Q4 2021. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Sowell Financial Services reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 6,141 Cadence Bank shares in Q1 2026, an estimated $263K.
  • Sowell Financial Services first reported a position in Cadence Bank in Q4 2016 and held it in 19 quarters.
  • Sowell Financial Services's Cadence Bank position peaked at $517K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.