Axa
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Axa’s Pathward Financial CASH Stock Holding History

Axa’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
2025
Q3 		– Sell
-31,583
Closed -$2.5M – 241
2025
Q2 		$2.5M Hold
31,583
– – 0.01% 727
2025
Q1 		$2.3M Buy
31,583
+28,823
+1,044% +$2.2M 0.01% 707
2024
Q4 		$203K Buy
+2,760
New +$210K ﹤0.01% 1034
2024
Q2 		– Sell
-17,000
Closed -$858K – 1071
2024
Q1 		$858K Hold
17,000
– – ﹤0.01% 863
2023
Q4 		$900K Buy
17,000
+1,200
+8% +$59K ﹤0.01% 859
2023
Q3 		$728K Sell
15,800
-1,200
-7% -$59.7K ﹤0.01% 883
2023
Q2 		$788K Sell
17,000
-5,600
-25% -$251K ﹤0.01% 882
2023
Q1 		$938K Sell
22,600
-1,900
-8% -$89.5K ﹤0.01% 876
2022
Q4 		$1.05M Buy
+24,500
New +$1.01M ﹤0.01% 875
2018
Q3 		– Sell
-24,600
Closed -$799K – 1336
2018
Q2 		$799K Buy
+24,600
New +$893K ﹤0.01% 1054

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
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axa's CASH Position: Q3 2025 in Review

Axa sold out of Pathward Financial (CASH) in Q3 2025, closing a stake of 31,583 shares — an estimated $2.5M sold.

Axa first reported a position in CASH in Q2 2018 and held it in 10 quarters. The position peaked at $2.5M in Q2 2025. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • Axa reported no remaining Pathward Financial position as of Q3 2025 after selling out during the quarter.
  • Axa sold 31,583 Pathward Financial shares in Q3 2025, an estimated $2.5M.
  • Axa first reported a position in Pathward Financial in Q2 2018 and held it in 10 quarters.
  • Axa's Pathward Financial position peaked at $2.5M in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.