Atria Investments’s Pathward Financial CASH Stock Holding History

Atria Investments’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	$630K	Sell	7,240 -1,694	-19%	-$147K	0.01%	1388
2026 Q1	$797K	Buy	+8,934	New	+$778K	0.01%	1189
2025 Q4	–	Sell	-3,136	Closed	-$232K	–	2036
2025 Q3	$232K	Sell	3,136 -44	-1%	-$3.43K	﹤0.01%	1866
2025 Q2	$252K	Buy	3,180 +65	+2%	+$4.97K	﹤0.01%	1797
2025 Q1	$227K	Sell	3,115 -237	-7%	-$18.1K	﹤0.01%	1761
2024 Q4	$247K	Sell	3,352 -1,368	-29%	-$104K	﹤0.01%	1692
2024 Q3	$312K	Buy	4,720 +92	+2%	+$5.92K	﹤0.01%	1606
2024 Q2	$262K	Buy	+4,628	New	+$243K	﹤0.01%	1667

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Atria Investments's CASH Position: Q2 2026 in Review

Atria Investments reduced its Pathward Financial (CASH) stake by 19% in Q2 2026, selling an estimated $147K and leaving 7,240 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #1388.

Atria Investments first reported a position in CASH in Q2 2024 and has held it in 8 quarters since. The position peaked at $797K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Atria Investments held 7,240 shares of Pathward Financial worth $630K as of Q2 2026.
Atria Investments sold 1,694 Pathward Financial shares in Q2 2026, an estimated $147K.
Pathward Financial made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1388 holding.
Atria Investments first reported a position in Pathward Financial in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Pathward Financial position peaked at $797K in Q1 2026.
282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.