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BOK Financial’s Pathward Financial CASH Stock Holding History

BOK Financial’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 		$897K Sell
10,058
-2,098
-17% -$183K 0.01% 446
2025
Q4 		$863K Sell
12,156
-64
-0.5% -$4.59K 0.01% 450
2025
Q3 		$904K Sell
12,220
-22
-0.2% -$1.71K 0.01% 461
2025
Q2 		$969K Sell
12,242
-1,152
-9% -$88.2K 0.02% 450
2025
Q1 		$977K Sell
13,394
-383
-3% -$29.2K 0.02% 438
2024
Q4 		$995K Sell
13,777
-1,715
-11% -$131K 0.02% 440
2024
Q3 		$1M Buy
15,492
+5,093
+49% +$328K 0.02% 439
2024
Q2 		$588K Sell
10,399
-884
-8% -$46.5K 0.01% 571
2024
Q1 		$566K Buy
11,283
+6,423
+132% +$326K 0.01% 561
2023
Q4 		$257K Buy
+4,860
New +$239K 0.01% 635
2022
Q3 		– Sell
-20,226
Closed -$782K – 897
2022
Q2 		$782K Buy
+20,226
New +$862K 0.02% 579

Other funds holding CASH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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