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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
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 – 1852
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 $5.7T 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