ZIM
CADE

Zacks Investment Management’s Cadence Bank CADE Stock Holding History

Zacks Investment Management’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
2025
Q4 		– Sell
-102,504
Closed -$3.85M – 745
2025
Q3 		$3.85M Buy
+102,504
New +$3.69M 0.03% 253
2021
Q2 		– Sell
-42,816
Closed -$1.39M – 577
2021
Q1 		$1.39M Buy
42,816
+1,401
+3% +$43.2K 0.02% 326
2020
Q4 		$1.14M Buy
+41,415
New +$1.05M 0.02% 330

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Zacks Investment Management's CADE Position: Q4 2025 in Review

Zacks Investment Management sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 102,504 shares — an estimated $3.85M sold.

Zacks Investment Management first reported a position in CADE in Q4 2020 and held it in 3 quarters. The position peaked at $3.85M in Q3 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • Zacks Investment Management reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 102,504 Cadence Bank shares in Q4 2025, an estimated $3.85M.
  • Zacks Investment Management first reported a position in Cadence Bank in Q4 2020 and held it in 3 quarters.
  • Zacks Investment Management's Cadence Bank position peaked at $3.85M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.