Cetera Investment Advisers
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Cetera Investment Advisers’s Pathward Financial CASH Stock Holding History

Cetera Investment Advisers’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 		$517K Buy
5,792
+976
+20% +$85K ﹤0.01% 3482
2025
Q4 		$342K Buy
4,816
+113
+2% +$8.1K ﹤0.01% 3780
2025
Q3 		$348K Sell
4,703
-2,182
-32% -$170K ﹤0.01% 3713
2025
Q2 		$545K Sell
6,885
-995
-13% -$76.1K ﹤0.01% 2901
2025
Q1 		$575K Buy
7,880
+1,773
+29% +$135K ﹤0.01% 2723
2024
Q4 		$449K Buy
6,107
+171
+3% +$13K ﹤0.01% 2772
2024
Q3 		$392K Buy
5,936
+1,189
+25% +$76.5K ﹤0.01% 2854
2024
Q2 		$269K Buy
+4,747
New +$250K ﹤0.01% 3124
2022
Q4 		– Sell
-7,947
Closed -$262K – 2122
2022
Q3 		$262K Hold
7,947
– – 0.01% 1360
2022
Q2 		$307K Hold
7,947
– – ﹤0.01% 1405
2022
Q1 		$436K Hold
7,947
– – 0.01% 1252
2021
Q4 		$474K Buy
7,947
+3,839
+93% +$229K 0.01% 1211
2021
Q3 		$216K Hold
4,108
– – ﹤0.01% 1615
2021
Q2 		$208K Buy
+4,108
New +$204K ﹤0.01% 1649

Other funds holding CASH

BlackRock
BlackRock New York $5.72T 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

Cetera Investment Advisers's CASH Position: Q1 2026 in Review

Cetera Investment Advisers increased its Pathward Financial (CASH) stake by 20% in Q1 2026, buying an estimated $85K and bringing the position to 5,792 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Cetera Investment Advisers first reported a position in CASH in Q2 2021 and has held it in 14 quarters since. The position peaked at $575K in Q1 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Cetera Investment Advisers held 5,792 shares of Pathward Financial worth $517K as of Q1 2026.
  • Cetera Investment Advisers bought 976 Pathward Financial shares in Q1 2026, an estimated $85K.
  • Pathward Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3482 holding.
  • Cetera Investment Advisers first reported a position in Pathward Financial in Q2 2021 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Pathward Financial position peaked at $575K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.