CMA
CASH icon

Cedar Mountain Advisors’s Pathward Financial CASH Stock Holding History

Cedar Mountain 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 		$348 Sell
4
-7
-64% -$606 ﹤0.01% 1086
2026
Q1 		$982 Buy
11
+7
+175% +$609 ﹤0.01% 913
2025
Q4 		$284 Buy
+4
New +$287 ﹤0.01% 652

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

Cedar Mountain Advisors's CASH Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Pathward Financial (CASH) stake by 64% in Q2 2026, selling an estimated $606 and leaving 4 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Cedar Mountain Advisors first reported a position in CASH in Q4 2025 and has held it in 3 quarters since. The position peaked at $982 in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Cedar Mountain Advisors held 4 shares of Pathward Financial worth $348 as of Q2 2026.
  • Cedar Mountain Advisors sold 7 Pathward Financial shares in Q2 2026, an estimated $606.
  • Pathward Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1086 holding.
  • Cedar Mountain Advisors first reported a position in Pathward Financial in Q4 2025 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Pathward Financial position peaked at $982 in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.