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Brooklyn Investment Group’s Pathward Financial CASH Stock Holding History

Brooklyn Investment Group’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 		$211K Buy
+2,363
New +$206K 0.01% 1676
2025
Q3 		– Sell
-60
Closed -$4.75K – 991
2025
Q2 		$4.75K Buy
60
+32
+114% +$2.45K ﹤0.01% 2499
2025
Q1 		$2.04K Buy
+28
New +$2.14K ﹤0.01% 2154

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

Brooklyn Investment Group's CASH Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Pathward Financial (CASH) in Q1 2026: 2,363 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #1676 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in CASH as recently as Q2 2025.

Brooklyn Investment Group first reported a position in CASH in Q1 2025 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Brooklyn Investment Group held 2,363 shares of Pathward Financial worth $211K as of Q1 2026.
  • Pathward Financial was a new Brooklyn Investment Group position in Q1 2026.
  • Pathward Financial made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1676 holding.
  • Brooklyn Investment Group first reported a position in Pathward Financial in Q1 2025 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.