ETF Holdings Breakdown of CADE

CADE institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	50,249	USD 1,888,357
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	105,181	USD 3,952,702
2025-09-26	IE00BD3V0B10 (iShares S&P U.S. Banks UCITS ETF)	169,269	USD 6,361,129
2025-09-26	IE000ZPUEP93 (iShares S&P U.S. Banks UCITS ETF (USD Dist))	169,269	USD 6,361,129
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	2,528	USD 95,002
Total =		496,496	USD 18,658,319

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with CADE

Analysts Set Cadence Bank (NYSE:CADE) Target Price at $40.40

Cadence Bank (NYSE:CADE – Get Free Report) has been given an average recommendation of “Moderate Buy” by the ten ratings firms that are covering the stock, Marketbeat.com reports. Three analysts have rated the stock with a hold rating and seven have given a buy rating to the company. The average 12-month price objective among brokerages […] - 2025-08-19 04:19:16

LPL Financial LLC Has $4.57 Million Stock Position in Cadence Bank (NYSE:CADE)

LPL Financial LLC raised its position in shares of Cadence Bank (NYSE:CADE – Free Report) by 0.6% in the 1st quarter, Holdings Channel reports. The firm owned 150,402 shares of the company’s stock after acquiring an additional 927 shares during the period. LPL Financial LLC’s holdings in Cadence Bank were worth $4,566,000 at the end […] - 2025-08-14 04:22:56

DA Davidson Increases Cadence Bank (NYSE:CADE) Price Target to $42.00

Cadence Bank (NYSE:CADE – Get Free Report) had its price target boosted by investment analysts at DA Davidson from $37.00 to $42.00 in a report issued on Monday,Benzinga reports. The firm currently has a “buy” rating on the stock. DA Davidson’s price objective would indicate a potential upside of 17.67% from the company’s current price. […] - 2025-07-30 02:28:48

KLP Kapitalforvaltning AS Sells 2,300 Shares of Cadence Bank (NYSE:CADE)

KLP Kapitalforvaltning AS lowered its stake in Cadence Bank (NYSE:CADE – Free Report) by 6.2% in the 1st quarter, HoldingsChannel.com reports. The fund owned 34,828 shares of the company’s stock after selling 2,300 shares during the quarter. KLP Kapitalforvaltning AS’s holdings in Cadence Bank were worth $1,066,000 at the end of the most recent quarter. […] - 2025-07-29 05:27:00

Victory Capital Management Inc. Acquires 54,061 Shares of Cadence Bank (NYSE:CADE)

Victory Capital Management Inc. lifted its holdings in Cadence Bank (NYSE:CADE – Free Report) by 107.2% in the first quarter, Holdings Channel reports. The fund owned 104,514 shares of the company’s stock after purchasing an additional 54,061 shares during the quarter. Victory Capital Management Inc.’s holdings in Cadence Bank were worth $3,173,000 at the end […] - 2025-07-28 06:39:07

Cadence Bank (NYSE:CADE) Rating Lowered to Sell at Wall Street Zen

Cadence Bank (NYSE:CADE – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a report issued on Saturday. Several other analysts have also issued reports on CADE. Royal Bank Of Canada boosted their target price on Cadence Bank from $34.00 to $37.00 and […] - 2025-07-28 02:38:49

Cadence Bank (NYSE:CADE) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Cadence Bank (NYSE:CADE – Get Free Report) have been given an average rating of “Moderate Buy” by the ten ratings firms that are covering the company, Marketbeat reports. Two research analysts have rated the stock with a hold rating and eight have given a buy rating to the company. The average 12 month […] - 2025-07-25 05:12:52

Cadence Bank (NYSE:CADE) Rating Increased to Hold at Wall Street Zen

Wall Street Zen upgraded shares of Cadence Bank (NYSE:CADE – Free Report) from a sell rating to a hold rating in a research report sent to investors on Friday morning. Other equities research analysts also recently issued research reports about the company. Stephens restated an “overweight” rating and issued a $40.00 target price on shares […] - 2025-07-21 04:41:10

Xponance Inc. Grows Position in Cadence Bank (NYSE:CADE)

Xponance Inc. boosted its stake in Cadence Bank (NYSE:CADE – Free Report) by 2.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,415 shares of the company’s stock after buying an additional 587 shares during the quarter. Xponance Inc.’s holdings in Cadence Bank were […] - 2025-07-17 05:33:00

Cadence Bank (NYSE:CADE) Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp decreased its holdings in shares of Cadence Bank (NYSE:CADE – Free Report) by 2.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,796,774 shares of the company’s stock after selling 39,820 shares during the quarter. […] - 2025-07-13 06:02:48

Allspring Global Investments Holdings LLC Boosts Position in Cadence Bank (NYSE:CADE)

Allspring Global Investments Holdings LLC boosted its position in shares of Cadence Bank (NYSE:CADE – Free Report) by 86.1% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 319,451 shares of the company’s stock after acquiring an additional 147,791 shares during the quarter. […] - 2025-07-04 05:06:53

Advisor Resource Council Acquires New Shares in Cadence Bank (NYSE:CADE)

Advisor Resource Council acquired a new stake in shares of Cadence Bank (NYSE:CADE – Free Report) in the first quarter, HoldingsChannel reports. The fund acquired 10,348 shares of the company’s stock, valued at approximately $314,000. A number of other institutional investors have also recently bought and sold shares of the company. Smartleaf Asset Management LLC […] - 2025-06-24 06:32:48

Blue Trust Inc. Has $201,000 Stake in Cadence Bank (NYSE:CADE)

Blue Trust Inc. boosted its stake in Cadence Bank (NYSE:CADE – Free Report) by 11.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,615 shares of the company’s stock after buying an additional 700 shares during the quarter. Blue […] - 2025-06-24 05:50:55

Retirement Systems of Alabama Boosts Stock Position in Cadence Bank (NYSE:CADE)

Retirement Systems of Alabama grew its stake in shares of Cadence Bank (NYSE:CADE – Free Report) by 0.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 223,378 shares of the company’s stock after buying an additional 903 shares during […] - 2025-06-24 04:57:01

Yousif Capital Management LLC Lowers Stock Holdings in Cadence Bank (NYSE:CADE)

Yousif Capital Management LLC cut its position in Cadence Bank (NYSE:CADE – Free Report) by 2.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 62,700 shares of the company’s stock after selling 1,547 shares during the quarter. Yousif Capital Management LLC’s […] - 2025-06-16 04:52:48

Wealth Enhancement Advisory Services LLC Sells 2,678 Shares of Cadence Bank (NYSE:CADE)

Wealth Enhancement Advisory Services LLC cut its stake in Cadence Bank (NYSE:CADE – Free Report) by 3.8% in the 4th quarter, Holdings Channel reports. The firm owned 68,037 shares of the company’s stock after selling 2,678 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Cadence Bank were worth $2,344,000 at the end […] - 2025-06-06 05:32:53

Cadence Bank (NYSE:CADE) Cut to Sell at Wall Street Zen

Wall Street Zen lowered shares of Cadence Bank (NYSE:CADE – Free Report) from a hold rating to a sell rating in a report published on Friday morning. Several other equities analysts have also recently issued reports on CADE. Royal Bank of Canada reduced their price objective on Cadence Bank from $38.00 to $33.00 and set […] - 2025-06-02 03:12:44

Mercer Global Advisors Inc. ADV Has $462,000 Stake in Cadence Bank (NYSE:CADE)

Mercer Global Advisors Inc. ADV lowered its position in Cadence Bank (NYSE:CADE – Free Report) by 79.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 13,425 shares of the company’s stock after selling 53,291 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in Cadence Bank were worth $462,000 at the end of […] - 2025-05-14 05:40:53

Schonfeld Strategic Advisors LLC Has $266,000 Stake in Cadence Bank (NYSE:CADE)

Schonfeld Strategic Advisors LLC decreased its position in shares of Cadence Bank (NYSE:CADE – Free Report) by 12.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,717 shares of the company’s stock after selling 1,138 shares during the quarter. […] - 2025-05-13 05:42:55

Hovde Group Increases Cadence Bank (NYSE:CADE) Price Target to $34.00

Cadence Bank (NYSE:CADE – Free Report) had its target price raised by Hovde Group from $32.00 to $34.00 in a report released on Tuesday morning, Marketbeat Ratings reports. They currently have an outperform rating on the stock. A number of other brokerages have also recently issued reports on CADE. Piper Sandler decreased their price objective […] - 2025-05-02 02:54:52

Wells Fargo & Company MN Has $3.94 Million Position in Cadence Bank (NYSE:CADE)

Wells Fargo & Company MN raised its holdings in Cadence Bank (NYSE:CADE – Free Report) by 26.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 114,265 shares of the company’s stock after buying an additional 23,809 shares during the quarter. Wells Fargo & Company MN’s holdings in Cadence Bank were worth $3,936,000 […] - 2025-04-22 04:38:47

Cerity Partners LLC Increases Stock Holdings in Cadence Bank (NYSE:CADE)

Cerity Partners LLC boosted its position in shares of Cadence Bank (NYSE:CADE – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,392 shares of the company’s stock after acquiring an additional 3,015 shares during […] - 2025-04-16 05:25:50

Russell Investments Group Ltd. Has $5.66 Million Position in Cadence Bank (NYSE:CADE)

Russell Investments Group Ltd. lessened its holdings in shares of Cadence Bank (NYSE:CADE – Free Report) by 7.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 164,306 shares of the company’s stock after selling 13,454 shares during the period. Russell Investments Group Ltd.’s holdings in Cadence Bank […] - 2025-04-15 04:54:51

Schroder Investment Management Group Purchases New Position in Cadence Bank (NYSE:CADE)

Schroder Investment Management Group acquired a new position in shares of Cadence Bank (NYSE:CADE – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 7,248 shares of the company’s stock, valued at approximately $249,000. A number of other institutional investors […] - 2025-04-09 06:25:05

Orion Portfolio Solutions LLC Sells 2,788 Shares of Cadence Bank (NYSE:CADE)

Orion Portfolio Solutions LLC cut its position in shares of Cadence Bank (NYSE:CADE – Free Report) by 19.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,405 shares of the company’s stock after selling 2,788 shares during the quarter. Orion […] - 2025-04-09 05:42:56

Cadence Bank (NYSE:CADE) Price Target Cut to $38.00 by Analysts at Barclays

Cadence Bank (NYSE:CADE – Free Report) had its target price trimmed by Barclays from $44.00 to $38.00 in a research report report published on Tuesday morning,Benzinga reports. The brokerage currently has an overweight rating on the stock. A number of other research analysts have also weighed in on the stock. Stephens reaffirmed an “overweight” rating […] - 2025-04-09 05:04:50

CIBC Private Wealth Group LLC Has $253,000 Position in Cadence Bank (NYSE:CADE)

CIBC Private Wealth Group LLC lessened its holdings in shares of Cadence Bank (NYSE:CADE – Free Report) by 11.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 7,197 shares of the company’s stock after selling 946 shares during the period. CIBC Private Wealth Group LLC’s holdings in […] - 2025-04-07 05:56:56

Cadence Bank (NYSE:CADE) Stock Holdings Lessened by California Public Employees Retirement System

California Public Employees Retirement System cut its holdings in Cadence Bank (NYSE:CADE – Free Report) by 4.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 293,845 shares of the company’s stock after selling 13,486 shares during the period. California Public Employees Retirement System owned about 0.16% […] - 2025-04-07 05:56:55

Prudential Financial Inc. Sells 1,118 Shares of Cadence Bank (NYSE:CADE)

Prudential Financial Inc. lowered its holdings in Cadence Bank (NYSE:CADE – Free Report) by 1.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 87,708 shares of the company’s stock after selling 1,118 shares during the quarter. Prudential Financial Inc.’s holdings in Cadence Bank were worth $3,307,000 as of its most recent filing with the […] - 2025-04-03 06:20:54

Vanguard Group Inc. Grows Stock Position in Cadence Bank (NYSE:CADE)

Vanguard Group Inc. boosted its position in shares of Cadence Bank (NYSE:CADE – Free Report) by 0.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 20,488,277 shares of the company’s stock after buying an additional 191,717 shares during the quarter. Vanguard Group Inc. owned 0.11% of Cadence Bank worth $705,821,000 at the […] - 2025-03-31 05:10:52

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