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Bare Financial Services’s Pathward Financial CASH Stock Holding History

Bare Financial Services’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
Q4 		– Sell
-7
Closed -$518 – 1562
2025
Q3 		$518 Buy
+7
New +$545 ﹤0.01% 1264

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Bare Financial Services's CASH Position: Q4 2025 in Review

Bare Financial Services sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 7 shares — an estimated $518 sold.

Bare Financial Services first reported a position in CASH in Q3 2025 and held it in 1 quarter. The position peaked at $518 in Q3 2025. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Bare Financial Services reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Bare Financial Services sold 7 Pathward Financial shares in Q4 2025, an estimated $518.
  • Bare Financial Services first reported a position in Pathward Financial in Q3 2025 and held it in 1 quarter.
  • Bare Financial Services's Pathward Financial position peaked at $518 in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.