Westchester Capital Management (New York)’s Cadence Bank CADE Stock Holding History

Westchester Capital Management (New York)’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	-328,564	Closed	-$14.1M	–	312
2025 Q4	$14.1M	Buy	+328,564	New	+$13M	0.59%	31

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Westchester Capital Management (New York)'s CADE Position: Q1 2026 in Review

Westchester Capital Management (New York) sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 328,564 shares — an estimated $14.1M sold.

Westchester Capital Management (New York) first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $14.1M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Westchester Capital Management (New York) reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Westchester Capital Management (New York) sold 328,564 Cadence Bank shares in Q1 2026, an estimated $14.1M.
Westchester Capital Management (New York) first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
Westchester Capital Management (New York)'s Cadence Bank position peaked at $14.1M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.