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Abel Hall LLC’s Pathward Financial CASH Stock Holding History

Abel Hall 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
Q2 		$358K Buy
4,109
+30
+0.7% +$2.6K 0.06% 391
2026
Q1 		$364K Buy
+4,079
New +$355K 0.08% 317

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Abel Hall LLC's CASH Position: Q2 2026 in Review

Abel Hall LLC increased its Pathward Financial (CASH) stake by 0.74% in Q2 2026, buying an estimated $2.6K and bringing the position to 4,109 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #391.

Abel Hall LLC first reported a position in CASH in Q1 2026 and has held it in 2 quarters since. The position peaked at $364K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Abel Hall LLC held 4,109 shares of Pathward Financial worth $358K as of Q2 2026.
  • Abel Hall LLC bought 30 Pathward Financial shares in Q2 2026, an estimated $2.6K.
  • Pathward Financial made up 0.06% of Abel Hall LLC's portfolio in Q2 2026, its #391 holding.
  • Abel Hall LLC first reported a position in Pathward Financial in Q1 2026 and has held it in 2 quarters since.
  • Abel Hall LLC's Pathward Financial position peaked at $364K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.