Wellington Management Group
CADE

Wellington Management Group’s Cadence Bank CADE Stock Holding History

Wellington Management 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
-6,173,767
Closed -$264M – 1891
2025
Q4 		$264M Sell
6,173,767
-7,298,958
-54% -$289M 0.05% 323
2025
Q3 		$506M Sell
13,472,725
-622,696
-4% -$22.4M 0.09% 203
2025
Q2 		$451M Buy
14,095,421
+613,836
+5% +$18.4M 0.08% 208
2025
Q1 		$409M Buy
13,481,585
+980,369
+8% +$32.5M 0.08% 212
2024
Q4 		$431M Sell
12,501,216
-140,953
-1% -$4.96M 0.08% 209
2024
Q3 		$403M Sell
12,642,169
-178,747
-1% -$5.54M 0.07% 236
2024
Q2 		$363M Buy
12,820,916
+4,137,881
+48% +$116M 0.06% 255
2024
Q1 		$252M Buy
8,683,035
+280,420
+3% +$7.8M 0.04% 347
2023
Q4 		$249M Buy
8,402,615
+574,633
+7% +$14M 0.05% 352
2023
Q3 		$166M Buy
7,827,982
+1,063,055
+16% +$24M 0.03% 412
2023
Q2 		$133M Sell
6,764,927
-518,564
-7% -$10.2M 0.03% 481
2023
Q1 		$151M Sell
7,283,491
-3,522,723
-33% -$87.6M 0.03% 448
2022
Q4 		$266M Buy
10,806,214
+1,362,703
+14% +$36.6M 0.05% 324
2022
Q3 		$240M Buy
9,443,511
+1,719,831
+22% +$44.2M 0.05% 328
2022
Q2 		$181M Sell
7,723,680
-96,916
-1% -$2.49M 0.04% 403
2022
Q1 		$229M Sell
7,820,596
-2,393,192
-23% -$74.7M 0.04% 387
2021
Q4 		$304M Buy
10,213,788
+5,856,725
+134% +$177M 0.05% 338
2021
Q3 		$130M Buy
4,357,063
+1,089,905
+33% +$30.4M 0.02% 550
2021
Q2 		$92.6M Buy
3,267,158
+2,196,461
+205% +$66.6M 0.02% 656
2021
Q1 		$34.8M Buy
1,070,697
+45,417
+4% +$1.4M 0.01% 917
2020
Q4 		$28.1M Buy
1,025,280
+12,125
+1% +$306K 0.01% 957
2020
Q3 		$19.6M Sell
1,013,155
-1,178,068
-54% -$25.2M ﹤0.01% 955
2020
Q2 		$49.8M Sell
2,191,223
-682,825
-24% -$14.5M 0.01% 703
2020
Q1 		$54.4M Sell
2,874,048
-889,026
-24% -$23.5M 0.01% 611
2019
Q4 		$118M Buy
3,763,074
+54,938
+1% +$1.7M 0.02% 527
2019
Q3 		$110M Sell
3,708,136
-486,696
-12% -$13.9M 0.02% 522
2019
Q2 		$122M Sell
4,194,832
-322,893
-7% -$9.37M 0.03% 508
2019
Q1 		$127M Buy
4,517,725
+44,449
+1% +$1.32M 0.03% 490
2018
Q4 		$117M Sell
4,473,276
-544,792
-11% -$15.8M 0.03% 459
2018
Q3 		$164M Sell
5,018,068
-813,683
-14% -$27.6M 0.03% 441
2018
Q2 		$192M Buy
5,831,751
+1,720,088
+42% +$57.5M 0.04% 388
2018
Q1 		$131M Buy
4,111,663
+2,902,027
+240% +$95.5M 0.03% 485
2017
Q4 		$38M Buy
1,209,636
+81,268
+7% +$2.61M 0.01% 859
2017
Q3 		$36.2M Sell
1,128,368
-21,182
-2% -$634K 0.01% 856
2017
Q2 		$35.1M Sell
1,149,550
-145,168
-11% -$4.35M 0.01% 833
2017
Q1 		$39.2M Buy
1,294,718
+78,235
+6% +$2.4M 0.01% 810
2016
Q4 		$37.8M Buy
+1,216,483
New +$32.6M 0.01% 787
2013
Q3 		– Sell
-1,015,968
Closed -$18M – 2175
2013
Q2 		$18M Buy
+1,015,968
New +$16.8M 0.01% 1011

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

Wellington Management Group's CADE Position: Q1 2026 in Review

Wellington Management Group sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 6,173,767 shares — an estimated $264M sold.

Wellington Management Group first reported a position in CADE in Q2 2013 and held it in 38 quarters. The position peaked at $506M in Q3 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Wellington Management Group reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 6,173,767 Cadence Bank shares in Q1 2026, an estimated $264M.
  • Wellington Management Group first reported a position in Cadence Bank in Q2 2013 and held it in 38 quarters.
  • Wellington Management Group's Cadence Bank position peaked at $506M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.