SCA
CADE

Stieven Capital Advisors’s Cadence Bank CADE Stock Holding History

Stieven Capital 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
2025
Q1 		– Sell
-124,068
Closed -$4.27M – 47
2024
Q4 		$4.27M Sell
124,068
-137,400
-53% -$4.83M 0.76% 41
2024
Q3 		$8.33M Sell
261,468
-16,436
-6% -$509K 1.57% 28
2024
Q2 		$7.86M Sell
277,904
-91,318
-25% -$2.57M 1.74% 24
2024
Q1 		$10.7M Sell
369,222
-16,800
-4% -$467K 2.23% 17
2023
Q4 		$11.4M Sell
386,022
-286,239
-43% -$6.98M 2.45% 12
2023
Q3 		$14.3M Sell
672,261
-1,700
-0.3% -$38.4K 3.7% 8
2023
Q2 		$13.2M Sell
673,961
-500
-0.1% -$9.86K 3.43% 11
2023
Q1 		$14M Sell
674,461
-205,041
-23% -$5.1M 3.67% 7
2022
Q4 		$21.7M Buy
879,502
+1,700
+0.2% +$45.6K 3.9% 5
2022
Q3 		$22.3M Sell
877,802
-400
-0% -$10.3K 3.66% 6
2022
Q2 		$20.6M Buy
878,202
+10,100
+1% +$260K 3.26% 10
2022
Q1 		$25.4M Sell
868,102
-13,400
-2% -$418K 3.38% 9
2021
Q4 		$26.3M Buy
+881,502
New +$26.6M 3.16% 11
2016
Q2 		– Sell
-10,200
Closed -$217K – 70
2016
Q1 		$217K Hold
10,200
– – 0.06% 73
2015
Q4 		$245K Sell
10,200
-200
-2% -$5.01K 0.07% 70
2015
Q3 		$247K Buy
10,400
+100
+1% +$2.46K 0.07% 66
2015
Q2 		$265K Hold
10,300
– – 0.08% 63
2015
Q1 		$239K Hold
10,300
– – 0.08% 62
2014
Q4 		$232K Buy
10,300
+200
+2% +$4.34K 0.08% 60
2014
Q3 		$203K Hold
10,100
– – 0.08% 61
2014
Q2 		$248K Sell
10,100
-100
-1% -$2.38K 0.09% 65
2014
Q1 		$255K Sell
10,200
-100
-1% -$2.44K 0.09% 64
2013
Q4 		$262K Hold
10,300
– – 0.11% 58
2013
Q3 		$205K Hold
10,300
– – 0.09% 55
2013
Q2 		$182K Buy
+10,300
New +$170K 0.09% 60

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Stieven Capital Advisors's CADE Position: Q1 2025 in Review

Stieven Capital Advisors sold out of Cadence Bank (CADE) in Q1 2025, closing a stake of 124,068 shares — an estimated $4.27M sold.

Stieven Capital Advisors first reported a position in CADE in Q2 2013 and held it in 25 quarters. The position peaked at $26.3M in Q4 2021. 352 funds tracked by Wall St. Rank hold CADE as of Q1 2025.

  • Stieven Capital Advisors reported no remaining Cadence Bank position as of Q1 2025 after selling out during the quarter.
  • Stieven Capital Advisors sold 124,068 Cadence Bank shares in Q1 2025, an estimated $4.27M.
  • Stieven Capital Advisors first reported a position in Cadence Bank in Q2 2013 and held it in 25 quarters.
  • Stieven Capital Advisors's Cadence Bank position peaked at $26.3M in Q4 2021.
  • 352 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2025.

Based on Stieven Capital Advisors's 13F filing for Q1 2025, filed 1 May 2025.