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Ancora Advisors’s Pathward Financial CASH Stock Holding History

Ancora Advisors’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 		$9.05K Hold
104
– – ﹤0.01% 1495
2026
Q1 		$9.28K Hold
104
– – ﹤0.01% 1793
2025
Q4 		$7.38K Buy
+104
New +$7.46K ﹤0.01% 1869
2024
Q2 		– Sell
-220
Closed -$11.1K – 1850
2024
Q1 		$11.1K Hold
220
– – ﹤0.01% 1303
2023
Q4 		$11.6K Hold
220
– – ﹤0.01% 1260
2023
Q3 		$10.1K Hold
220
– – ﹤0.01% 1278
2023
Q2 		$10.2K Hold
220
– – ﹤0.01% 1274
2023
Q1 		$9.13K Hold
220
– – ﹤0.01% 1291
2022
Q4 		$9K Hold
220
– – ﹤0.01% 1353
2022
Q3 		$7K Hold
220
– – ﹤0.01% 1562
2022
Q2 		$9K Hold
220
– – ﹤0.01% 1620
2022
Q1 		$12K Hold
220
– – ﹤0.01% 1675
2021
Q4 		$13K Hold
220
– – ﹤0.01% 1710
2021
Q3 		$12K Buy
+220
New +$10.9K ﹤0.01% 1625

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

Ancora Advisors's CASH Position: Q2 2026 in Review

Ancora Advisors held its Pathward Financial (CASH) position steady in Q2 2026 at 104 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Ancora Advisors first reported a position in CASH in Q3 2021 and has held it in 14 quarters since. The position peaked at $13K in Q4 2021. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Ancora Advisors held 104 shares of Pathward Financial worth $9.05K as of Q2 2026.
  • Ancora Advisors left its Pathward Financial share count unchanged in Q2 2026.
  • Pathward Financial made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1495 holding.
  • Ancora Advisors first reported a position in Pathward Financial in Q3 2021 and has held it in 14 quarters since.
  • Ancora Advisors's Pathward Financial position peaked at $13K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.