SummitTX Capital’s Cadence Bank CADE Stock Holding History

SummitTX Capital’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	-139,317	Closed	-$5.97M	–	788
2025 Q4	$5.97M	Buy	+139,317	New	+$5.52M	0.18%	134
2025 Q3	–	Sell	-9,591	Closed	-$307K	–	775
2025 Q2	$307K	Sell	9,591 -310	-3%	-$9.29K	0.01%	614
2025 Q1	$301K	Buy	+9,901	New	+$328K	0.01%	657

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

SummitTX Capital's CADE Position: Q1 2026 in Review

SummitTX Capital sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 139,317 shares — an estimated $5.97M sold.

SummitTX Capital first reported a position in CADE in Q1 2025 and held it in 3 quarters. The position peaked at $5.97M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

SummitTX Capital reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 139,317 Cadence Bank shares in Q1 2026, an estimated $5.97M.
SummitTX Capital first reported a position in Cadence Bank in Q1 2025 and held it in 3 quarters.
SummitTX Capital's Cadence Bank position peaked at $5.97M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.