United Services Automobile Association’s Cadence Bank CADE Stock Holding History

United Services Automobile Association’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 Q2	–	Sell	-11,791	Closed	-$355K	–	170
2025 Q1	$355K	Hold	11,791	–	–	0.01%	724
2024 Q4	$406K	Sell	11,791 -733	-6%	-$25.8K	0.01%	322
2024 Q3	$399K	Sell	12,524 -2,212	-15%	-$68.5K	0.01%	317
2024 Q2	$417K	Buy	14,736 +2,041	+16%	+$57.4K	0.01%	365
2024 Q1	$368K	Hold	12,695	–	–	0.01%	384
2023 Q4	$376K	Hold	12,695	–	–	0.01%	380
2023 Q3	$269K	Sell	12,695 -309	-2%	-$6.97K	0.01%	372
2023 Q2	$255K	Buy	13,004 +1,965	+18%	+$38.8K	0.01%	328
2023 Q1	$229K	Sell	11,039 -9,107	-45%	-$227K	0.01%	320
2022 Q4	$496K	Hold	20,146	–	–	0.01%	435
2022 Q3	$512K	Hold	20,146	–	–	0.01%	416
2022 Q2	$473K	Buy	+20,146	New	+$519K	0.01%	434
2019 Q3	–	Sell	-14,078	Closed	-$409K	–	628
2019 Q2	$409K	Hold	14,078	–	–	﹤0.01%	1710
2019 Q1	$397K	Hold	14,078	–	–	﹤0.01%	1741
2018 Q4	$368K	Buy	14,078 +1,274	+10%	+$37.1K	﹤0.01%	1698
2018 Q3	$419K	Hold	12,804	–	–	﹤0.01%	1761
2018 Q2	$422K	Hold	12,804	–	–	﹤0.01%	1765
2018 Q1	$407K	Buy	+12,804	New	+$421K	﹤0.01%	1775

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

United Services Automobile Association's CADE Position: Q2 2025 in Review

United Services Automobile Association sold out of Cadence Bank (CADE) in Q2 2025, closing a stake of 11,791 shares — an estimated $355K sold.

United Services Automobile Association first reported a position in CADE in Q1 2018 and held it in 18 quarters. The position peaked at $512K in Q3 2022. 360 funds tracked by Wall St. Rank hold CADE as of Q2 2025.

United Services Automobile Association reported no remaining Cadence Bank position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 11,791 Cadence Bank shares in Q2 2025, an estimated $355K.
United Services Automobile Association first reported a position in Cadence Bank in Q1 2018 and held it in 18 quarters.
United Services Automobile Association's Cadence Bank position peaked at $512K in Q3 2022.
360 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.