UBS Group
CADE

UBS Group’s Cadence Bank CADE Stock Holding History

UBS Group’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
-581,326
Closed -$24.9M – 10542
2025
Q4 		$24.9M Sell
581,326
-501,004
-46% -$19.8M ﹤0.01% 2373
2025
Q3 		$40.6M Buy
1,082,330
+675,039
+166% +$24.3M 0.01% 1835
2025
Q2 		$13M Sell
407,291
-1,859
-0.5% -$55.7K ﹤0.01% 2825
2025
Q1 		$12.4M Sell
409,150
-361,585
-47% -$12M ﹤0.01% 2821
2024
Q4 		$26.6M Buy
770,735
+506,523
+192% +$17.8M ﹤0.01% 2030
2024
Q3 		$8.42M Buy
264,212
+97,662
+59% +$3.02M ﹤0.01% 2533
2024
Q2 		$4.71M Sell
166,550
-66,724
-29% -$1.88M ﹤0.01% 2932
2024
Q1 		$6.76M Sell
233,274
-17,159
-7% -$477K ﹤0.01% 2636
2023
Q4 		$7.41M Buy
250,433
+176,681
+240% +$4.31M ﹤0.01% 2358
2023
Q3 		$1.57M Buy
73,752
+58,851
+395% +$1.33M ﹤0.01% 3690
2023
Q2 		$293K Sell
14,901
-127,415
-90% -$2.51M ﹤0.01% 5227
2023
Q1 		$2.95M Buy
142,316
+42,246
+42% +$1.05M ﹤0.01% 3014
2022
Q4 		$2.47M Buy
100,070
+62,104
+164% +$1.67M ﹤0.01% 3185
2022
Q3 		$964K Sell
37,966
-50,501
-57% -$1.3M ﹤0.01% 3775
2022
Q2 		$2.08M Buy
88,467
+16,860
+24% +$434K ﹤0.01% 3119
2022
Q1 		$2.1M Sell
71,607
-170,605
-70% -$5.32M ﹤0.01% 3383
2021
Q4 		$7.22M Buy
242,212
+145,600
+151% +$4.4M ﹤0.01% 2451
2021
Q3 		$2.88M Sell
96,612
-66,511
-41% -$1.85M ﹤0.01% 3241
2021
Q2 		$4.62M Buy
163,123
+64,524
+65% +$1.96M ﹤0.01% 2758
2021
Q1 		$3.2M Buy
98,599
+6,637
+7% +$205K ﹤0.01% 3066
2020
Q4 		$2.52M Buy
91,962
+70,389
+326% +$1.78M ﹤0.01% 3177
2020
Q3 		$418K Sell
21,573
-9,884
-31% -$211K ﹤0.01% 4324
2020
Q2 		$715K Sell
31,457
-14,349
-31% -$304K ﹤0.01% 3824
2020
Q1 		$867K Sell
45,806
-50,983
-53% -$1.35M ﹤0.01% 3478
2019
Q4 		$3.04M Buy
96,789
+69,401
+253% +$2.14M ﹤0.01% 3121
2019
Q3 		$811K Sell
27,388
-248
-0.9% -$7.08K ﹤0.01% 4147
2019
Q2 		$802K Sell
27,636
-29
-0.1% -$841 ﹤0.01% 3924
2019
Q1 		$781K Buy
27,665
+1,934
+8% +$57.4K ﹤0.01% 3755
2018
Q4 		$673K Buy
25,731
+3,198
+14% +$93K ﹤0.01% 4028
2018
Q3 		$737K Buy
22,533
+1,194
+6% +$40.6K ﹤0.01% 4118
2018
Q2 		$703K Sell
21,339
-24,887
-54% -$833K ﹤0.01% 4058
2018
Q1 		$1.47M Sell
46,226
-111,749
-71% -$3.68M ﹤0.01% 3381
2017
Q4 		$4.97M Buy
157,975
+130,315
+471% +$4.19M ﹤0.01% 2363
2017
Q3 		$887K Buy
27,660
+14,506
+110% +$434K ﹤0.01% 3804
2017
Q2 		$401K Sell
13,154
-11,751
-47% -$352K ﹤0.01% 4276
2017
Q1 		$753K Sell
24,905
-18,373
-42% -$564K ﹤0.01% 3748
2016
Q4 		$1.34M Buy
43,278
+24,006
+125% +$643K ﹤0.01% 3294
2016
Q3 		$447K Buy
19,272
+3,826
+25% +$91K ﹤0.01% 3985
2016
Q2 		$351K Sell
15,446
-68,879
-82% -$1.56M ﹤0.01% 4160
2016
Q1 		$1.8M Buy
84,325
+12,273
+17% +$255K ﹤0.01% 2776
2015
Q4 		$1.73M Buy
72,052
+47,547
+194% +$1.19M ﹤0.01% 2932
2015
Q3 		$582K Sell
24,505
-72,360
-75% -$1.78M ﹤0.01% 3770
2015
Q2 		$2.5M Buy
96,865
+72,683
+301% +$1.79M ﹤0.01% 2767
2015
Q1 		$561K Buy
24,182
+12,890
+114% +$281K ﹤0.01% 4045
2014
Q4 		$254K Buy
+11,292
New +$245K ﹤0.01% 4809

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 Group's CADE Position: Q1 2026 in Review

UBS Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 581,326 shares — an estimated $24.9M sold.

UBS Group first reported a position in CADE in Q4 2014 and held it in 45 quarters. The position peaked at $40.6M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • UBS Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 581,326 Cadence Bank shares in Q1 2026, an estimated $24.9M.
  • UBS Group first reported a position in Cadence Bank in Q4 2014 and held it in 45 quarters.
  • UBS Group's Cadence Bank position peaked at $40.6M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.