Stephens Inc’s Cadence Bank CADE Stock Holding History

Stephens Inc’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	-5,397	Closed	-$231K	–	1325
2025 Q4	$231K	Buy	+5,397	New	+$214K	﹤0.01%	1141
2023 Q1	–	Sell	-8,865	Closed	-$219K	–	1201
2022 Q4	$219K	Sell	8,865 -13,911	-61%	-$373K	﹤0.01%	976
2022 Q3	$579K	Buy	22,776 +3,970	+21%	+$102K	0.01%	657
2022 Q2	$442K	Sell	18,806 -17,121	-48%	-$441K	0.01%	764
2022 Q1	$1.05M	Buy	+35,927	New	+$1.12M	0.02%	585
2017 Q4	–	Sell	-35,831	Closed	-$1.15M	–	692
2017 Q3	$1.15M	Buy	35,831 +46	+0.1%	+$1.38K	0.04%	354
2017 Q2	$1.09M	Sell	35,785 -2,850	-7%	-$85.4K	0.04%	410
2017 Q1	$1.17M	Buy	+38,635	New	+$1.19M	0.04%	381
2014 Q1	–	Sell	-77,008	Closed	-$1.96M	–	817
2013 Q4	$1.96M	Buy	77,008 +8,999	+13%	+$205K	0.1%	214
2013 Q3	$1.36M	Buy	68,009 +11,460	+20%	+$225K	0.07%	264
2013 Q2	$1M	Buy	+56,549	New	+$933K	0.06%	295

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

Stephens Inc's CADE Position: Q1 2026 in Review

Stephens Inc sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,397 shares — an estimated $231K sold.

Stephens Inc first reported a position in CADE in Q2 2013 and held it in 11 quarters. The position peaked at $1.96M in Q4 2013. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Stephens Inc reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Stephens Inc sold 5,397 Cadence Bank shares in Q1 2026, an estimated $231K.
Stephens Inc first reported a position in Cadence Bank in Q2 2013 and held it in 11 quarters.
Stephens Inc's Cadence Bank position peaked at $1.96M in Q4 2013.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.