CADE CADENCE BANK

Ownership history in CHOREO, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CHOREO, LLC reported a position in CADENCE BANK (CADE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.0%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 9,450 +750 +8.6% 0.00% $357K $37.30
2025 Q2 REDUCED 8,700 -1,392 -13.8% 0.00% $281K $31.55
2024 Q4 INITIATED 10,092 0.01% $348K $33.37
% of Fund (quarterly)    CADE price (monthly, adj. close)
← Back to CHOREO, LLC Holdings