Ameriprise
CASH icon

Ameriprise’s Pathward Financial CASH Stock Holding History

Ameriprise’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
Q1 		$3.63M Sell
40,694
-6,298
-13% -$548K ﹤0.01% 2641
2025
Q4 		$3.34M Sell
46,992
-5,682
-11% -$407K ﹤0.01% 2723
2025
Q3 		$3.9M Sell
52,674
-2,672
-5% -$208K ﹤0.01% 2608
2025
Q2 		$4.38M Sell
55,346
-1,072
-2% -$82K ﹤0.01% 2464
2025
Q1 		$4.12M Sell
56,418
-5,758
-9% -$439K ﹤0.01% 2462
2024
Q4 		$4.57M Sell
62,176
-6,661
-10% -$508K ﹤0.01% 2421
2024
Q3 		$4.54M Sell
68,837
-8,743
-11% -$562K ﹤0.01% 2440
2024
Q2 		$4.39M Sell
77,580
-2,523
-3% -$133K ﹤0.01% 2406
2024
Q1 		$4.04M Sell
80,103
-7,057
-8% -$358K ﹤0.01% 2493
2023
Q4 		$4.61M Sell
87,160
-25,269
-22% -$1.24M ﹤0.01% 2404
2023
Q3 		$5.18M Sell
112,429
-17,402
-13% -$866K ﹤0.01% 2255
2023
Q2 		$6.02M Sell
129,831
-20,952
-14% -$940K ﹤0.01% 2199
2023
Q1 		$6.26M Buy
150,783
+10,762
+8% +$507K ﹤0.01% 2161
2022
Q4 		$6.03M Sell
140,021
-6,433
-4% -$264K ﹤0.01% 2157
2022
Q3 		$4.83M Buy
146,454
+14,941
+11% +$537K ﹤0.01% 2255
2022
Q2 		$5.09M Sell
131,513
-9,189
-7% -$392K ﹤0.01% 2267
2022
Q1 		$7.73M Sell
140,702
-1,478
-1% -$83.9K ﹤0.01% 2114
2021
Q4 		$8.48M Sell
142,180
-901
-0.6% -$53.8K ﹤0.01% 2093
2021
Q3 		$7.51M Buy
143,081
+87
+0.1% +$4.33K ﹤0.01% 2088
2021
Q2 		$7.24M Sell
142,994
-5,347
-4% -$265K ﹤0.01% 2180
2021
Q1 		$6.72M Buy
148,341
+1,323
+0.9% +$56.5K ﹤0.01% 2195
2020
Q4 		$5.37M Sell
147,018
-29,059
-17% -$885K ﹤0.01% 2221
2020
Q3 		$3.38M Sell
176,077
-10,222
-5% -$193K ﹤0.01% 2349
2020
Q2 		$3.39M Sell
186,299
-32,902
-15% -$577K ﹤0.01% 2323
2020
Q1 		$4.76M Buy
219,201
+5,800
+3% +$191K ﹤0.01% 1944
2019
Q4 		$7.79M Buy
213,401
+15,070
+8% +$513K ﹤0.01% 1936
2019
Q3 		$6.47M Buy
198,331
+45,916
+30% +$1.38M ﹤0.01% 2026
2019
Q2 		$4.28M Sell
152,415
-1,610
-1% -$41K ﹤0.01% 2330
2019
Q1 		$3.03M Sell
154,025
-64,985
-30% -$1.42M ﹤0.01% 2532
2018
Q4 		$4.25M Buy
219,010
+17,773
+9% +$415K ﹤0.01% 2227
2018
Q3 		$5.54M Buy
201,237
+35,463
+21% +$1.06M ﹤0.01% 2275
2018
Q2 		$5.38M Sell
165,774
-11,001
-6% -$399K ﹤0.01% 2193
2018
Q1 		$6.43M Buy
176,775
+4,380
+3% +$157K ﹤0.01% 1996
2017
Q4 		$5.32M Buy
172,395
+20,946
+14% +$608K ﹤0.01% 2084
2017
Q3 		$3.96M Buy
+151,449
New +$3.91M ﹤0.01% 2255
2017
Q2 		– Sell
-52,893
Closed -$1.56M – 3734
2017
Q1 		$1.56M Sell
52,893
-22,029
-29% -$681K ﹤0.01% 2692
2016
Q4 		$2.57M Buy
74,922
+9,648
+15% +$270K ﹤0.01% 2499
2016
Q3 		$1.32M Buy
+65,274
New +$1.24M ﹤0.01% 2794
2013
Q4 		– Sell
-1,113
Closed -$14K – 5173
2013
Q3 		$14K Buy
1,113
+84
+8% +$894 ﹤0.01% 4648
2013
Q2 		$9K Buy
+1,029
New +$9.19K ﹤0.01% 4841

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise's CASH Position: Q1 2026 in Review

Ameriprise reduced its Pathward Financial (CASH) stake by 13% in Q1 2026, selling an estimated $548K and leaving 40,694 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Ameriprise first reported a position in CASH in Q2 2013 and has held it in 40 quarters since. The position peaked at $8.48M in Q4 2021. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Ameriprise held 40,694 shares of Pathward Financial worth $3.63M as of Q1 2026.
  • Ameriprise sold 6,298 Pathward Financial shares in Q1 2026, an estimated $548K.
  • Pathward Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2641 holding.
  • Ameriprise first reported a position in Pathward Financial in Q2 2013 and has held it in 40 quarters since.
  • Ameriprise's Pathward Financial position peaked at $8.48M in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.