UCFA
CADE

United Capital Financial Advisors’s Cadence Bank CADE Stock Holding History

United Capital Financial 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
2026
Q1 		– Sell
-5,948
Closed -$255K – 1638
2025
Q4 		$255K Sell
5,948
-293
-5% -$11.6K ﹤0.01% 1232
2025
Q3 		$234K Sell
6,241
-520
-8% -$18.7K ﹤0.01% 1102
2025
Q2 		$216K Sell
6,761
-1,405
-17% -$42.1K ﹤0.01% 1024
2025
Q1 		$248K Sell
8,166
-2,868
-26% -$95K ﹤0.01% 948
2024
Q4 		$380K Buy
+11,034
New +$388K ﹤0.01% 811
2024
Q3 		– Sell
-8,759
Closed -$248K – 1068
2024
Q2 		$248K Buy
+8,759
New +$246K ﹤0.01% 914
2024
Q1 		– Sell
-8,126
Closed -$240K – 1086
2023
Q4 		$240K Buy
+8,126
New +$198K ﹤0.01% 944
2023
Q3 		– Sell
-10,894
Closed -$214K – 844
2023
Q2 		$214K Buy
+10,894
New +$215K ﹤0.01% 837
2023
Q1 		– Sell
-100,599
Closed -$2.48M – 977
2022
Q4 		$2.48M Sell
100,599
-19,693
-16% -$528K 0.01% 441
2022
Q3 		$3.06M Sell
120,292
-114
-0.1% -$2.93K 0.02% 404
2022
Q2 		$2.83M Buy
120,406
+151
+0.1% +$3.89K 0.02% 429
2022
Q1 		$3.52M Buy
120,255
+88
+0.1% +$2.75K 0.02% 420
2021
Q4 		$3.58M Buy
+120,167
New +$3.63M 0.02% 431
2021
Q2 		– Sell
-14,911
Closed -$484K – 1225
2021
Q1 		$484K Hold
14,911
– – ﹤0.01% 852
2020
Q4 		$409K Buy
14,911
+5
+0% +$126 ﹤0.01% 903
2020
Q3 		$289K Buy
+14,906
New +$318K ﹤0.01% 963
2020
Q2 		– Sell
-84,393
Closed -$1.6M – 1196
2020
Q1 		$1.6M Hold
84,393
– – 0.01% 543
2019
Q4 		$2.65M Sell
84,393
-400
-0.5% -$12.4K 0.02% 547
2019
Q3 		$2.51M Sell
84,793
-1,060
-1% -$30.3K 0.02% 541
2019
Q2 		$2.49M Sell
85,853
-87
-0.1% -$2.52K 0.02% 556
2019
Q1 		$2.42M Buy
85,940
+474
+0.6% +$14.1K 0.02% 550
2018
Q4 		$2.22M Buy
85,466
+300
+0.4% +$8.72K 0.02% 537
2018
Q3 		$2.79M Buy
85,166
+13
+0% +$442 0.02% 544
2018
Q2 		$2.86M Sell
85,153
-3
-0% -$100 0.02% 514
2018
Q1 		$2.71M Buy
85,156
+1
+0% +$33 0.02% 514
2017
Q4 		$2.68M Sell
85,155
-66
-0.1% -$2.12K 0.02% 525
2017
Q3 		$2.73M Sell
85,221
-9,987
-10% -$299K 0.02% 509
2017
Q2 		$2.9M Sell
95,208
-580
-0.6% -$17.4K 0.03% 490
2017
Q1 		$2.9M Sell
95,788
-20,000
-17% -$614K 0.03% 477
2016
Q4 		$3.6M Sell
115,788
-3,499
-3% -$93.7K 0.03% 440
2016
Q3 		$2.77M Sell
119,287
-4,739
-4% -$113K 0.03% 505
2016
Q2 		$2.85M Sell
124,026
-8,000
-6% -$181K 0.03% 474
2016
Q1 		$2.81M Sell
132,026
-3,856
-3% -$80.1K 0.03% 459
2015
Q4 		$3.26M Sell
135,882
-4,162
-3% -$104K 0.04% 437
2015
Q3 		$3.33M Buy
140,044
+100
+0.1% +$2.46K 0.04% 407
2015
Q2 		$3.6M Sell
139,944
-1,144
-0.8% -$28.2K 0.04% 436
2015
Q1 		$3.42M Hold
141,088
– – 0.04% 424
2014
Q4 		$3.18M Buy
141,088
+130,555
+1,239% +$2.84M 0.05% 365
2014
Q3 		$212K Sell
10,533
-230
-2% -$5K ﹤0.01% 1035
2014
Q2 		$264K Buy
+10,763
New +$256K ﹤0.01% 762

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

United Capital Financial Advisors's CADE Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,948 shares — an estimated $255K sold.

United Capital Financial Advisors first reported a position in CADE in Q2 2014 and held it in 40 quarters. The position peaked at $3.6M in Q2 2015. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,948 Cadence Bank shares in Q1 2026, an estimated $255K.
  • United Capital Financial Advisors first reported a position in Cadence Bank in Q2 2014 and held it in 40 quarters.
  • United Capital Financial Advisors's Cadence Bank position peaked at $3.6M in Q2 2015.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.