Stonegate Investment Group’s Cadence Bank CADE Stock Holding History

Stonegate Investment 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
2025 Q3	$298K	Hold	7,931	–	–	0.01%	317
2025 Q2	$254K	Hold	7,931	–	–	0.01%	335
2025 Q1	$241K	Hold	7,931	–	–	0.01%	306
2024 Q4	$273K	Hold	7,931	–	–	0.01%	277
2024 Q3	$253K	Sell	7,931 -610	-7%	-$18.9K	0.01%	303
2024 Q2	$242K	Hold	8,541	–	–	0.01%	305
2024 Q1	$248K	Sell	8,541 -185	-2%	-$5.14K	0.01%	283
2023 Q4	$258K	Buy	+8,726	New	+$213K	0.01%	267
2023 Q1	–	Sell	-8,209	Closed	-$202K	–	348
2022 Q4	$202K	Buy	8,209 +2	+0%	+$54	0.01%	288
2022 Q3	$209K	Buy	+8,207	New	+$211K	0.01%	263
2022 Q2	–	Sell	-7,931	Closed	-$232K	–	326
2022 Q1	$232K	Hold	7,931	–	–	0.01%	228
2021 Q4	$236K	Buy	+7,931	New	+$240K	0.01%	232

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

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

SAM

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

Stonegate Investment Group's CADE Position: Q3 2025 in Review

Stonegate Investment Group held its Cadence Bank (CADE) position steady in Q3 2025 at 7,931 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #317.

Stonegate Investment Group first reported a position in CADE in Q4 2021 and has held it in 12 quarters since. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

Stonegate Investment Group held 7,931 shares of Cadence Bank worth $298K as of Q3 2025.
Stonegate Investment Group left its Cadence Bank share count unchanged in Q3 2025.
Cadence Bank made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #317 holding.
Stonegate Investment Group first reported a position in Cadence Bank in Q4 2021 and has held it in 12 quarters since.
399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.