Steward Financial Group’s Cadence Bank CADE Stock Holding History

Steward Financial Group’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
2023 Q3	$2K	Buy	+98	New	+$2.21K	﹤0.01%	935
2023 Q2	–	Sell	-13	Closed	–	–	544
2023 Q1	$0	Sell	13 -43	-77%	-$1.07K	﹤0.01%	744
2022 Q4	$1K	Buy	+56	New	+$1.5K	﹤0.01%	400
2022 Q3	–	Sell	-29	Closed	–	–	262
2022 Q2	$0	Buy	+29	New	+$746	﹤0.01%	1007

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Steward Financial Group's CADE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Cadence Bank (CADE) in Q3 2023: 98 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #935 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CADE as recently as Q1 2023.

Steward Financial Group first reported a position in CADE in Q2 2022 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold CADE as of Q3 2023.

Steward Financial Group held 98 shares of Cadence Bank worth $2K as of Q3 2023.
Cadence Bank was a new Steward Financial Group position in Q3 2023.
Cadence Bank made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #935 holding.
Steward Financial Group first reported a position in Cadence Bank in Q2 2022 and has held it in 4 quarters since.
255 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.