VF
CADE

Vest Financial’s Cadence Bank CADE Stock Holding History

Vest Financial’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
-130,350
Closed -$5.58M – 415
2025
Q4 		$5.58M Sell
130,350
-21,504
-14% -$852K 0.07% 207
2025
Q3 		$5.7M Buy
151,854
+23,747
+19% +$856K 0.07% 172
2025
Q2 		$4.1M Buy
128,107
+28,008
+28% +$839K 0.06% 190
2025
Q1 		$3.04M Buy
100,099
+28,258
+39% +$936K 0.05% 186
2024
Q4 		$2.47M Buy
71,841
+25,160
+54% +$885K 0.04% 150
2024
Q3 		$1.49M Buy
46,681
+6,419
+16% +$199K 0.03% 178
2024
Q2 		$1.14M Buy
40,262
+9,673
+32% +$272K 0.03% 146
2024
Q1 		$887K Buy
30,589
+22,806
+293% +$634K 0.02% 159
2023
Q4 		$230K Buy
+7,783
New +$190K 0.01% 200

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

Vest Financial's CADE Position: Q1 2026 in Review

Vest Financial sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 130,350 shares — an estimated $5.58M sold.

Vest Financial first reported a position in CADE in Q4 2023 and held it in 9 quarters. The position peaked at $5.7M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Vest Financial reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Vest Financial sold 130,350 Cadence Bank shares in Q1 2026, an estimated $5.58M.
  • Vest Financial first reported a position in Cadence Bank in Q4 2023 and held it in 9 quarters.
  • Vest Financial's Cadence Bank position peaked at $5.7M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.