Cerity Partners
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Cerity Partners’s Pathward Financial CASH Stock Holding History

Cerity Partners’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 		$10.2M Buy
116,665
+11,155
+11% +$965K 0.01% 760
2026
Q1 		$9.41M Sell
105,510
-13,987
-12% -$1.22M 0.01% 719
2025
Q4 		$8.48M Buy
+119,497
New +$8.57M 0.01% 708
2023
Q2 		– Sell
-372
Closed -$489K – 1687
2023
Q1 		$489K Buy
+372
New +$17.5K ﹤0.01% 1298

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

Cerity Partners's CASH Position: Q2 2026 in Review

Cerity Partners increased its Pathward Financial (CASH) stake by 11% in Q2 2026, buying an estimated $965K and bringing the position to 116,665 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #760.

Cerity Partners first reported a position in CASH in Q1 2023 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Cerity Partners held 116,665 shares of Pathward Financial worth $10.2M as of Q2 2026.
  • Cerity Partners bought 11,155 Pathward Financial shares in Q2 2026, an estimated $965K.
  • Pathward Financial made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #760 holding.
  • Cerity Partners first reported a position in Pathward Financial in Q1 2023 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.