VisionPoint Advisory Group’s Cadence Bank CADE Stock Holding History

VisionPoint Advisory Group’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	-89,922	Closed	-$3.85M	–	450
2025 Q4	$3.85M	Sell	89,922 -2,018	-2%	-$79.9K	0.75%	31
2025 Q3	$3.45M	Sell	91,940 -828	-0.9%	-$29.8K	0.69%	33
2025 Q2	$2.97M	Buy	+92,768	New	+$2.78M	0.65%	34

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

VisionPoint Advisory Group's CADE Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 89,922 shares — an estimated $3.85M sold.

VisionPoint Advisory Group first reported a position in CADE in Q2 2025 and held it in 3 quarters. The position peaked at $3.85M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

VisionPoint Advisory Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 89,922 Cadence Bank shares in Q1 2026, an estimated $3.85M.
VisionPoint Advisory Group first reported a position in Cadence Bank in Q2 2025 and held it in 3 quarters.
VisionPoint Advisory Group's Cadence Bank position peaked at $3.85M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.