SVB Wealth’s Cadence Bank CADE Stock Holding History

SVB Wealth’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 Q2	–	Sell	-322	Closed	-$9.78K	–	703
2025 Q1	$9.78K	Buy	+322	New	+$10.7K	﹤0.01%	890

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

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

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

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

SVB Wealth's CADE Position: Q2 2025 in Review

SVB Wealth sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 322 shares — an estimated $9.78K sold.

SVB Wealth first reported a position in CADE in Q1 2025 and held it in 1 quarter. The position peaked at $9.78K in Q1 2025. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

SVB Wealth reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 322 Cadence Bank shares in Q2 2025, an estimated $9.78K.
SVB Wealth first reported a position in Cadence Bank in Q1 2025 and held it in 1 quarter.
SVB Wealth's Cadence Bank position peaked at $9.78K in Q1 2025.
360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.