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Blue Trust Inc’s Pathward Financial CASH Stock Holding History

Blue Trust Inc’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 		$5.44K Buy
61
+14
+30% +$1.22K ﹤0.01% 1970
2025
Q4 		$3.34K Hold
47
– – ﹤0.01% 2060
2025
Q3 		$3.48K Hold
47
– – ﹤0.01% 2060
2025
Q2 		$3.72K Hold
47
– – ﹤0.01% 2050
2025
Q1 		$3.43K Hold
47
– – ﹤0.01% 2157
2024
Q4 		$3.46K Hold
47
– – ﹤0.01% 2151
2024
Q3 		$2.66K Hold
47
– – ﹤0.01% 2530
2024
Q2 		$2.37K Hold
47
– – ﹤0.01% 2406
2024
Q1 		$2.37K Hold
47
– – ﹤0.01% 1788
2023
Q4 		$2K Hold
47
– – ﹤0.01% 2110
2023
Q3 		$2K Hold
47
– – ﹤0.01% 1797
2023
Q2 		$2K Hold
47
– – ﹤0.01% 1709
2023
Q1 		$2K Hold
47
– – ﹤0.01% 1983
2022
Q4 		$2K Buy
+47
New +$1.93K ﹤0.01% 1902

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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM