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Aptus Capital Advisors’s Pathward Financial CASH Stock Holding History

Aptus Capital 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 		$12.6M Buy
145,145
+872
+0.6% +$75.4K 0.09% 195
2026
Q1 		$12.9M Buy
144,273
+1,460
+1% +$127K 0.1% 176
2025
Q4 		$10.1M Buy
142,813
+598
+0.4% +$42.9K 0.07% 207
2025
Q3 		$10.5M Buy
142,215
+18,720
+15% +$1.46M 0.08% 199
2025
Q2 		$9.77M Buy
123,495
+10,979
+10% +$840K 0.08% 192
2025
Q1 		$8.21M Buy
112,516
+12,722
+13% +$971K 0.08% 201
2024
Q4 		$7.34M Buy
+99,794
New +$7.6M 0.08% 217

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

Aptus Capital Advisors's CASH Position: Q2 2026 in Review

Aptus Capital Advisors increased its Pathward Financial (CASH) stake by 0.6% in Q2 2026, buying an estimated $75.4K and bringing the position to 145,145 shares worth $12.6M. The position accounts for 0.09% of the portfolio, ranked #195.

Aptus Capital Advisors first reported a position in CASH in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Aptus Capital Advisors held 145,145 shares of Pathward Financial worth $12.6M as of Q2 2026.
  • Aptus Capital Advisors bought 872 Pathward Financial shares in Q2 2026, an estimated $75.4K.
  • Pathward Financial made up 0.09% of Aptus Capital Advisors's portfolio in Q2 2026, its #195 holding.
  • Aptus Capital Advisors first reported a position in Pathward Financial in Q4 2024 and has held it in 7 quarters since.
  • Aptus Capital Advisors's Pathward Financial position peaked at $12.9M in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.