TPWA
CADE

Twin Peaks Wealth Advisors’s Cadence Bank CADE Stock Holding History

Twin Peaks 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
2025
Q3 		– Sell
-319
Closed -$11.3K – 460
2025
Q2 		$11.3K Buy
+319
New +$9.56K ﹤0.01% 875

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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

Twin Peaks Wealth Advisors's CADE Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Cadence Bank (CADE) in Q3 2025, closing a stake of 319 shares — an estimated $11.3K sold.

Twin Peaks Wealth Advisors first reported a position in CADE in Q2 2025 and held it in 1 quarter. The position peaked at $11.3K in Q2 2025. 399 funds tracked by Wall St. Rank hold CADE as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Cadence Bank position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 319 Cadence Bank shares in Q3 2025, an estimated $11.3K.
  • Twin Peaks Wealth Advisors first reported a position in Cadence Bank in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Cadence Bank position peaked at $11.3K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.