Water Island Capital’s Cadence Bank CADE Stock Holding History

Water Island Capital’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	-297,603	Closed	-$12.7M	–	102
2025 Q4	$12.7M	Buy	+297,603	New	+$11.8M	1.37%	25

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

Water Island Capital's CADE Position: Q1 2026 in Review

Water Island Capital sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 297,603 shares — an estimated $12.7M sold.

Water Island Capital first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $12.7M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Water Island Capital reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Water Island Capital sold 297,603 Cadence Bank shares in Q1 2026, an estimated $12.7M.
Water Island Capital first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Water Island Capital's Cadence Bank position peaked at $12.7M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Water Island Capital's 13F filing for Q1 2026, filed 15 May 2026.