UBS AM
CADE

UBS AM’s Cadence Bank CADE Stock Holding History

UBS AM’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
-382,691
Closed -$16.4M – 3817
2025
Q4 		$16.4M Sell
382,691
-26,086
-6% -$1.03M ﹤0.01% 920
2025
Q3 		$15.3M Sell
408,777
-267,322
-40% -$9.63M ﹤0.01% 928
2025
Q2 		$21.6M Buy
676,099
+205,408
+44% +$6.16M ﹤0.01% 1024
2025
Q1 		$14.3M Buy
470,691
+6,312
+1% +$209K ﹤0.01% 1093
2024
Q4 		$16M Buy
464,379
+63,459
+16% +$2.23M ﹤0.01% 1049
2024
Q3 		$12.8M Buy
400,920
+11,102
+3% +$344K ﹤0.01% 1130
2024
Q2 		$11M Buy
389,818
+180,234
+86% +$5.07M ﹤0.01% 1089
2024
Q1 		$6.08M Sell
209,584
-4,345
-2% -$121K ﹤0.01% 1173
2023
Q4 		$6.33M Sell
213,929
-56
-0% -$1.37K ﹤0.01% 1151
2023
Q3 		$4.54M Buy
213,985
+9,216
+5% +$208K ﹤0.01% 1244
2023
Q2 		$4.25M Hold
204,769
– – ﹤0.01% 1311
2023
Q1 		$4.25M Buy
204,769
+8,480
+4% +$211K ﹤0.01% 1311
2022
Q4 		$4.84M Sell
196,289
-11,479
-6% -$308K ﹤0.01% 1183
2022
Q3 		$5.28M Sell
207,768
-47,146
-18% -$1.21M ﹤0.01% 1183
2022
Q2 		$5.99M Sell
254,914
-3,670
-1% -$94.5K ﹤0.01% 1153
2022
Q1 		$7.57M Buy
258,584
+58,568
+29% +$1.83M ﹤0.01% 1178
2021
Q4 		$5.96M Buy
200,016
+91,796
+85% +$2.77M ﹤0.01% 1330
2021
Q3 		$3.22M Sell
108,220
-21,330
-16% -$595K ﹤0.01% 1586
2021
Q2 		$3.67M Buy
129,550
+10,350
+9% +$314K ﹤0.01% 1528
2021
Q1 		$3.87M Buy
119,200
+624
+0.5% +$19.2K ﹤0.01% 1457
2020
Q4 		$3.25M Sell
118,576
-3,622
-3% -$91.5K ﹤0.01% 1483
2020
Q3 		$2.37M Sell
122,198
-542
-0.4% -$11.6K ﹤0.01% 1485
2020
Q2 		$2.79M Buy
122,740
+6,795
+6% +$144K ﹤0.01% 1389
2020
Q1 		$2.19M Buy
115,945
+997
+0.9% +$26.3K ﹤0.01% 1368
2019
Q4 		$3.61M Buy
114,948
+6,411
+6% +$198K ﹤0.01% 1333
2019
Q3 		$3.21M Buy
108,537
+11,520
+12% +$329K ﹤0.01% 1398
2019
Q2 		$2.82M Buy
97,017
+13,585
+16% +$394K ﹤0.01% 1422
2019
Q1 		$2.35M Buy
83,432
+5,467
+7% +$162K ﹤0.01% 1441
2018
Q4 		$2.04M Buy
77,965
+8,149
+12% +$237K ﹤0.01% 1421
2018
Q3 		$2.28M Buy
69,816
+1,147
+2% +$39K ﹤0.01% 1451
2018
Q2 		$2.26M Buy
68,669
+5,465
+9% +$183K ﹤0.01% 1451
2018
Q1 		$2.01M Buy
63,204
+5,534
+10% +$182K ﹤0.01% 1467
2017
Q4 		$1.81M Buy
57,670
+5,814
+11% +$187K ﹤0.01% 1477
2017
Q3 		$1.66M Buy
51,856
+1,515
+3% +$45.3K ﹤0.01% 1477
2017
Q2 		$1.54M Sell
50,341
-1,495
-3% -$44.8K ﹤0.01% 1466
2017
Q1 		$1.57M Buy
51,836
+9,406
+22% +$289K ﹤0.01% 1451
2016
Q4 		$1.32M Sell
42,430
-19,979
-32% -$535K ﹤0.01% 1454
2016
Q3 		$1.45M Hold
62,409
– – ﹤0.01% 1508
2016
Q2 		$1.42M Buy
62,409
+1,004
+2% +$22.7K ﹤0.01% 1494
2016
Q1 		$1.31M Sell
61,405
-15,700
-20% -$326K ﹤0.01% 1526
2015
Q4 		$1.85M Buy
77,105
+3,989
+5% +$100K ﹤0.01% 1469
2015
Q3 		$1.74M Buy
73,116
+23,819
+48% +$587K ﹤0.01% 1498
2015
Q2 		$1.27M Buy
49,297
+4,600
+10% +$114K ﹤0.01% 1595
2015
Q1 		$1.04M Sell
44,697
-8,900
-17% -$194K ﹤0.01% 1621
2014
Q4 		$1.21M Buy
53,597
+3,400
+7% +$73.8K ﹤0.01% 1524
2014
Q3 		$1.01M Buy
50,197
+600
+1% +$13K ﹤0.01% 1563
2014
Q2 		$1.22M Hold
49,597
– – ﹤0.01% 1511
2014
Q1 		$1.24M Buy
49,597
+7,100
+17% +$173K ﹤0.01% 1497
2013
Q4 		$1.08M Sell
42,497
-4,700
-10% -$107K ﹤0.01% 1493
2013
Q3 		$941K Hold
47,197
– – ﹤0.01% 1533
2013
Q2 		$835K Buy
+47,197
New +$779K ﹤0.01% 1517

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

UBS AM's CADE Position: Q1 2026 in Review

UBS AM sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 382,691 shares — an estimated $16.4M sold.

UBS AM first reported a position in CADE in Q2 2013 and held it in 51 quarters. The position peaked at $21.6M in Q2 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • UBS AM reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • UBS AM sold 382,691 Cadence Bank shares in Q1 2026, an estimated $16.4M.
  • UBS AM first reported a position in Cadence Bank in Q2 2013 and held it in 51 quarters.
  • UBS AM's Cadence Bank position peaked at $21.6M in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.