Welch Group’s Cadence Bank CADE Stock Holding History

Welch 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	-5,371	Closed	-$230K	–	313
2025 Q4	$230K	Buy	5,371 +1	+0%	+$40	0.01%	281
2025 Q3	$202K	Buy	+5,370	New	+$194K	0.01%	286

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

Welch Group's CADE Position: Q1 2026 in Review

Welch Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 5,371 shares — an estimated $230K sold.

Welch Group first reported a position in CADE in Q3 2025 and held it in 2 quarters. The position peaked at $230K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Welch Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Welch Group sold 5,371 Cadence Bank shares in Q1 2026, an estimated $230K.
Welch Group first reported a position in Cadence Bank in Q3 2025 and held it in 2 quarters.
Welch Group's Cadence Bank position peaked at $230K in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.