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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

CADE holding history

Cadence Bancorporation in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2023
Holdings of CADE by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−16,010−100.0%Sold outHolders
Q4 202516,010$685.9K<0.1%−335−2.0%ReducedHolders
Q3 202516,345$613.6K<0.1%−6,500−28.5%ReducedHolders
Q2 202522,845$730.6K<0.1%00.0%UnchangedHolders
Q1 202522,845$693.6K<0.1%00.0%UnchangedHolders
Q4 202422,845$787.0K<0.1%+16,545+262.6%AddedHolders
Q3 20246,300$200.7K<0.1%+6,300NewHolders
Q2 20240$00.0%−45,709−100.0%Sold outHolders
Q1 202445,709$1.33M<0.1%00.0%UnchangedHolders
Q4 202345,709$1.35M<0.1%−2,000−4.2%ReducedHolders
Q3 202347,709$1.01M<0.1%+2,200+4.8%AddedHolders
Q2 202345,509$893.8K<0.1%+45,509NewHolders