Mustard Seed Financial, LLC CADE β€” CADENCE BANK

Ownership history in Mustard Seed Financial, LLC  Β·  9 quarters on record

AI Ownership Summary

Mustard Seed Financial, LLC reported CADENCE BANK (CADE) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.18% in 2023 Q4. The latest visible filing shows CADE at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CADE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mustard Seed Financial, LLC's position in CADENCE BANK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CADE was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mustard Seed Financial, LLC held CADE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 23,887 -2,537 -9.6% 0.64% $1.0M 2026-01-23 $42.91
2025 Q3 REDUCED β€” β€” β€” 26,424 -985 -3.6% 0.64% $992K 2025-10-20 $36.83
2025 Q2 ADDED β€” β€” β€” 27,409 +16 +0.1% 0.63% $877K 2025-07-17 $34.53
2025 Q1 REDUCED β€” β€” β€” 27,393 -1,075 -3.8% 0.67% $832K 2025-05-12 $31.69
2024 Q4 REDUCED β€” β€” β€” 28,468 -6,761 -19.2% 0.80% $981K 2025-01-17 $34.53
2024 Q3 ADDED β€” β€” β€” 35,229 +51 +0.1% 0.93% $1.1M 2024-10-15 $31.62
2024 Q2 ADDED β€” β€” β€” 35,178 +51 +0.1% 0.95% $995K 2024-07-16 $30.65
2024 Q1 REDUCED β€” β€” β€” 35,127 -152 -0.4% 1.02% $1.0M 2024-04-18 $24.93
2023 Q4 INITIATED β€” β€” β€” 35,279 β€” β€” 1.18% $1.0M 2024-02-13 $24.44

🏒 Other funds also holding CADE

As of 2026 Q1 β€” sorted by position size

AlphaQuest LLC 0.22% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.07% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Mustard Seed Financial, LLC and CADE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mustard Seed Financial, LLC reported owning CADE?

Mustard Seed Financial, LLC reported CADE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CADE position in Mustard Seed Financial, LLC's portfolio?

The largest reported portfolio weight for CADE was 1.18% in 2023 Q4.

What is the latest reported CADE position on this page?

The most recent filing on this page is 2025 Q4, when Mustard Seed Financial, LLC reported 23,887 shares, equal to 0.64% of portfolio, with an estimated market value of $1.0M.

What does the chart on this CADE ownership page compare?

The chart compares Mustard Seed Financial, LLC's quarterly CADE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mustard Seed Financial, LLC time their CADE position?

Based on 13F filing dates vs. subsequent CADE price moves, Mustard Seed Financial, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on CADE relative to SPY over the holding period was +11.2%.

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