Superior Planning, LLC’s Pathward Financial CASH Stock Holding History

Superior Planning, LLC’s Portfolio CASH Stock Details CASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.2K	Buy	+284	New	+$23.8K	0.01%	699

Other funds holding CASH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Superior Planning, LLC's CASH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pathward Financial (CASH) in Q3 2026: 284 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #699 among its holdings.

160 funds tracked by Wall St. Rank hold CASH as of Q3 2026.

Superior Planning, LLC held 284 shares of Pathward Financial worth $20.2K as of Q3 2026.
Pathward Financial was a new Superior Planning, LLC position in Q3 2026.
Pathward Financial made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #699 holding.
160 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.