Universal-Beteiligungs- und Servicegesellschaft’s Cadence Bank CADE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	-14,080	Closed	-$603K	–	2075
2025 Q4	$603K	Sell	14,080 -103,472	-88%	-$4.1M	﹤0.01%	1658
2025 Q3	$4.41M	Buy	117,552 +43,944	+60%	+$1.58M	0.01%	928
2025 Q2	$2.35M	Buy	73,608 +64,536	+711%	+$1.93M	﹤0.01%	1152
2025 Q1	$275K	Buy	+9,072	New	+$301K	﹤0.01%	1809

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CADE Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 14,080 shares — an estimated $603K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CADE in Q1 2025 and held it in 4 quarters. The position peaked at $4.41M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Universal-Beteiligungs- und Servicegesellschaft sold 14,080 Cadence Bank shares in Q1 2026, an estimated $603K.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Cadence Bank in Q1 2025 and held it in 4 quarters.
Universal-Beteiligungs- und Servicegesellschaft's Cadence Bank position peaked at $4.41M in Q3 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.