CA
CASH icon

Clearstead Advisors’s Pathward Financial CASH Stock Holding History

Clearstead 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 		$610 Buy
+7
New +$606 ﹤0.01% 2863

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

Clearstead Advisors's CASH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Pathward Financial (CASH) in Q2 2026: 7 shares worth $610. The stake represents ﹤0.01% of the portfolio and ranks #2863 among its holdings.

282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Clearstead Advisors held 7 shares of Pathward Financial worth $610 as of Q2 2026.
  • Pathward Financial was a new Clearstead Advisors position in Q2 2026.
  • Pathward Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2863 holding.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.