Capstone Investment Advisors
CASH icon

Capstone Investment Advisors’s Pathward Financial CASH Stock Holding History

Capstone 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 		$618K Buy
7,093
+4,649
+190% +$402K ﹤0.01% 1144
2026
Q1 		$218K Buy
+2,444
New +$213K ﹤0.01% 1499

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

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

Capstone Investment Advisors increased its Pathward Financial (CASH) stake by 190% in Q2 2026, buying an estimated $402K and bringing the position to 7,093 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Capstone Investment Advisors first reported a position in CASH in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Capstone Investment Advisors held 7,093 shares of Pathward Financial worth $618K as of Q2 2026.
  • Capstone Investment Advisors bought 4,649 Pathward Financial shares in Q2 2026, an estimated $402K.
  • Pathward Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1144 holding.
  • Capstone Investment Advisors first reported a position in Pathward Financial in Q1 2026 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.