Bell Investment Advisors’s Pathward Financial CASH Stock Holding History

Bell Investment 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	$5.22K	Hold	60	–	–	﹤0.01%	957
2026 Q1	$5.35K	Hold	60	–	–	﹤0.01%	932
2025 Q4	$4.26K	Hold	60	–	–	﹤0.01%	1036
2025 Q3	$4.44K	Hold	60	–	–	﹤0.01%	990
2025 Q2	$4.75K	Hold	60	–	–	﹤0.01%	1001
2025 Q1	$4.38K	Hold	60	–	–	﹤0.01%	979
2024 Q4	$4.42K	Hold	60	–	–	﹤0.01%	982
2024 Q3	$3.96K	Hold	60	–	–	﹤0.01%	1057
2024 Q2	$3.4K	Hold	60	–	–	﹤0.01%	1113
2024 Q1	$3.03K	Sell	60 -10	-14%	-$508	﹤0.01%	1166
2023 Q4	$3.71K	Buy	70 +10	+17%	+$491	﹤0.01%	1037
2023 Q3	$2.77K	Buy	60 +42	+233%	+$2.09K	﹤0.01%	1129
2023 Q2	$835	Buy	18 +3	+20%	+$135	﹤0.01%	1643
2023 Q1	$623	Sell	15 -10	-40%	-$471	﹤0.01%	1725
2022 Q4	$1.08K	Buy	+25	New	+$1.03K	﹤0.01%	1545

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

Bell Investment Advisors's CASH Position: Q2 2026 in Review

Bell Investment Advisors held its Pathward Financial (CASH) position steady in Q2 2026 at 60 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Bell Investment Advisors first reported a position in CASH in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.35K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Bell Investment Advisors held 60 shares of Pathward Financial worth $5.22K as of Q2 2026.
Bell Investment Advisors left its Pathward Financial share count unchanged in Q2 2026.
Pathward Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #957 holding.
Bell Investment Advisors first reported a position in Pathward Financial in Q4 2022 and has held it in 15 quarters since.
Bell Investment Advisors's Pathward Financial position peaked at $5.35K in Q1 2026.
282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.