SLAM
CADE

Swiss Life Asset Management’s Cadence Bank CADE Stock Holding History

Swiss Life Asset Management’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
-8,238
Closed -$353K – 1521
2025
Q4 		$353K Hold
8,238
– – ﹤0.01% 947
2025
Q3 		$309K Buy
+8,238
New +$297K ﹤0.01% 888

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Swiss Life Asset Management's CADE Position: Q1 2026 in Review

Swiss Life Asset Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 8,238 shares — an estimated $353K sold.

Swiss Life Asset Management first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $353K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Swiss Life Asset Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 8,238 Cadence Bank shares in Q1 2026, an estimated $353K.
  • Swiss Life Asset Management first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
  • Swiss Life Asset Management's Cadence Bank position peaked at $353K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Swiss Life Asset Management's 13F filing for Q1 2026, filed 14 May 2026.