Whittier Trust’s Cadence Bank CADE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-834
| Closed | -$37.7K | – | 1353 |
|
|
2025
Q4 | $37.7K | Hold |
834
| – | – | ﹤0.01% | 924 |
|
|
2025
Q3 | $31.5K | Hold |
834
| – | – | ﹤0.01% | 937 |
|
|
2025
Q2 | $26.7K | Hold |
834
| – | – | ﹤0.01% | 1063 |
|
|
2025
Q1 | $25.3K | Hold |
834
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q4 | $28.7K | Hold |
834
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q3 | $26.6K | Hold |
834
| – | – | ﹤0.01% | 1040 |
|
|
2024
Q2 | $23.6K | Buy |
834
+138
| +20% | +$3.88K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $20.2K | Hold |
696
| – | – | ﹤0.01% | 1125 |
|
|
2023
Q4 | $20.6K | Hold |
696
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q3 | $14.8K | Hold |
696
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q2 | $13.7K | Hold |
696
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q1 | $14.4K | Hold |
696
| – | – | ﹤0.01% | 1222 |
|
|
2022
Q4 | $17.2K | Hold |
696
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q3 | $18K | Hold |
696
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q2 | $16K | Hold |
696
| – | – | ﹤0.01% | 1220 |
|
|
2022
Q1 | $20K | Hold |
696
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q4 | $21K | Buy |
+696
| New | +$21K | ﹤0.01% | 1168 |
|
Other funds holding CADE
Whittier Trust's CADE Position: Q1 2026 in Review
Whittier Trust sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 834 shares — an estimated $37.7K sold.
Whittier Trust first reported a position in CADE in Q4 2021 and held it in 17 quarters. The position peaked at $37.7K in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.
- Whittier Trust reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
- Whittier Trust sold 834 Cadence Bank shares in Q1 2026, an estimated $37.7K.
- Whittier Trust first reported a position in Cadence Bank in Q4 2021 and held it in 17 quarters.
- Whittier Trust's Cadence Bank position peaked at $37.7K in Q4 2025.
- 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.