AF
CASH icon

Allworth Financial’s Pathward Financial CASH Stock Holding History

Allworth Financial’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 		$1.48K Sell
17
-1
-6% -$87 ﹤0.01% 4614
2026
Q1 		$1.61K Buy
18
+1
+6% +$87 ﹤0.01% 4418
2025
Q4 		$1.21K Buy
+17
New +$1.22K ﹤0.01% 4306

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

Allworth Financial's CASH Position: Q2 2026 in Review

Allworth Financial reduced its Pathward Financial (CASH) stake by 5.6% in Q2 2026, selling an estimated $87 and leaving 17 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4614.

Allworth Financial first reported a position in CASH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Allworth Financial held 17 shares of Pathward Financial worth $1.48K as of Q2 2026.
  • Allworth Financial sold 1 Pathward Financial share in Q2 2026, an estimated $87.
  • Pathward Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4614 holding.
  • Allworth Financial first reported a position in Pathward Financial in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Pathward Financial position peaked at $1.61K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.