Strata Wealth Advisors’s Cadence Bank CADE Stock Holding History

Strata Wealth 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
2026 Q1	–	Sell	-14,163	Closed	-$607K	–	88
2025 Q4	$607K	Sell	14,163 -2,274	-14%	-$90.1K	0.17%	45
2025 Q3	$617K	Buy	+16,437	New	+$592K	0.16%	50

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

Strata Wealth Advisors's CADE Position: Q1 2026 in Review

Strata Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 14,163 shares — an estimated $607K sold.

Strata Wealth Advisors first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $617K in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Strata Wealth Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Strata Wealth Advisors sold 14,163 Cadence Bank shares in Q1 2026, an estimated $607K.
Strata Wealth Advisors first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Strata Wealth Advisors's Cadence Bank position peaked at $617K in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.