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Basecamp Wealth Advisors’s Pathward Financial CASH Stock Holding History

Basecamp Wealth 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 		– Sell
-5
Closed -$355 – 2042
2025
Q4 		$355 Buy
+5
New +$358 ﹤0.01% 1671

Other funds holding CASH

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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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Basecamp Wealth Advisors's CASH Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 5 shares — an estimated $355 sold.

Basecamp Wealth Advisors first reported a position in CASH in Q4 2025 and held it in 1 quarter. The position peaked at $355 in Q4 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 5 Pathward Financial shares in Q1 2026, an estimated $355.
  • Basecamp Wealth Advisors first reported a position in Pathward Financial in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Pathward Financial position peaked at $355 in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.