Commonwealth Equity Services
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Commonwealth Equity Services’s Pathward Financial CASH Stock Holding History

Commonwealth Equity Services’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 		– Sell
-2,258
Closed -$202K – 4436
2026
Q1 		$202K Buy
+2,258
New +$197K ﹤0.01% 4004
2025
Q3 		– Sell
-2,815
Closed -$223K – 4260
2025
Q2 		$223K Buy
+2,815
New +$215K ﹤0.01% 3831

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

Commonwealth Equity Services's CASH Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 2,258 shares — an estimated $202K sold.

Commonwealth Equity Services first reported a position in CASH in Q2 2025 and held it in 2 quarters. The position peaked at $223K in Q2 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Commonwealth Equity Services reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,258 Pathward Financial shares in Q2 2026, an estimated $202K.
  • Commonwealth Equity Services first reported a position in Pathward Financial in Q2 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's Pathward Financial position peaked at $223K in Q2 2025.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.