VNIM
CADE

Vaughan Nelson Investment Management’s Cadence Bank CADE Stock Holding History

Vaughan Nelson Investment Management’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
-798,680
Closed -$34.2M – 227
2025
Q4 		$34.2M Sell
798,680
-2,132,890
-73% -$84.5M 0.33% 108
2025
Q3 		$110M Buy
2,931,570
+34,750
+1% +$1.25M 1% 29
2025
Q2 		$92.6M Buy
2,896,820
+480,622
+20% +$14.4M 0.87% 39
2025
Q1 		$73.4M Buy
2,416,198
+181,465
+8% +$6.01M 0.73% 48
2024
Q4 		$77M Buy
2,234,733
+151,215
+7% +$5.32M 0.72% 41
2024
Q3 		$66.4M Buy
2,083,518
+291,885
+16% +$9.04M 0.59% 52
2024
Q2 		$50.7M Buy
1,791,633
+31,815
+2% +$895K 0.47% 66
2024
Q1 		$51M Buy
1,759,818
+227,395
+15% +$6.32M 0.45% 72
2023
Q4 		$45.3M Buy
1,532,423
+687,025
+81% +$16.8M 0.45% 66
2023
Q3 		$17.9M Buy
845,398
+624,260
+282% +$14.1M 0.2% 120
2023
Q2 		$4.34M Buy
+221,138
New +$4.36M 0.05% 155
2021
Q4 		– Sell
-1,858,580
Closed -$55.3M – 217
2021
Q3 		$55.3M Buy
1,858,580
+91,845
+5% +$2.56M 0.56% 53
2021
Q2 		$50.1M Buy
+1,766,735
New +$53.6M 0.51% 69

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

Vaughan Nelson Investment Management's CADE Position: Q1 2026 in Review

Vaughan Nelson Investment Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 798,680 shares — an estimated $34.2M sold.

Vaughan Nelson Investment Management first reported a position in CADE in Q2 2021 and held it in 13 quarters. The position peaked at $110M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Vaughan Nelson Investment Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 798,680 Cadence Bank shares in Q1 2026, an estimated $34.2M.
  • Vaughan Nelson Investment Management first reported a position in Cadence Bank in Q2 2021 and held it in 13 quarters.
  • Vaughan Nelson Investment Management's Cadence Bank position peaked at $110M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.