Ownership history in Cooper Financial Group · 2 quarters on record
This page tracks every 13F SEC filing in which Cooper Financial Group 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 82,553 | +1 | +0.0% | 0.34% | $3.1M | $37.30 |
| 2025 Q2 | INITIATED | 82,552 | — | — | 0.31% | $2.6M | $31.55 |
As of 2025 Q4 — sorted by position size