WAP
CADE

Wealthcare Advisory Partners’s Cadence Bank CADE Stock Holding History

Wealthcare Advisory Partners’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
-35,192
Closed -$1.51M – 1082
2025
Q4 		$1.51M Buy
35,192
+337
+1% +$13.3K 0.03% 416
2025
Q3 		$1.31M Buy
34,855
+173
+0.5% +$6.24K 0.03% 430
2025
Q2 		$1.11M Buy
34,682
+13,589
+64% +$407K 0.03% 456
2025
Q1 		$640K Buy
21,093
+123
+0.6% +$4.08K 0.02% 540
2024
Q4 		$722K Buy
20,970
+715
+4% +$25.1K 0.02% 489
2024
Q3 		$645K Buy
20,255
+160
+0.8% +$4.96K 0.02% 514
2024
Q2 		$568K Buy
20,095
+139
+0.7% +$3.91K 0.02% 506
2024
Q1 		$579K Buy
19,956
+159
+0.8% +$4.42K 0.02% 511
2023
Q4 		$586K Sell
19,797
-2,881
-13% -$70.3K 0.02% 454
2023
Q3 		$481K Buy
22,678
+60
+0.3% +$1.35K 0.02% 440
2023
Q2 		$444K Buy
22,618
+499
+2% +$9.85K 0.02% 470
2023
Q1 		$459K Buy
22,119
+4,021
+22% +$100K 0.02% 477
2022
Q4 		$446K Buy
18,098
+132
+0.7% +$3.54K 0.02% 449
2022
Q3 		$457K Buy
+17,966
New +$461K 0.03% 382

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

Wealthcare Advisory Partners's CADE Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 35,192 shares — an estimated $1.51M sold.

Wealthcare Advisory Partners first reported a position in CADE in Q3 2022 and held it in 14 quarters. The position peaked at $1.51M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 35,192 Cadence Bank shares in Q1 2026, an estimated $1.51M.
  • Wealthcare Advisory Partners first reported a position in Cadence Bank in Q3 2022 and held it in 14 quarters.
  • Wealthcare Advisory Partners's Cadence Bank position peaked at $1.51M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.