Compass Financial Management’s Pathward Financial CASH Stock Holding History

Compass Financial Management’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	$6.98K	Buy	+78	New	+$6.75K	﹤0.01%	1123

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Compass Financial Management's CASH Position: Q2 2026 in Review

Compass Financial Management opened a new position in Pathward Financial (CASH) in Q2 2026: 78 shares worth $6.98K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings.

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

Compass Financial Management held 78 shares of Pathward Financial worth $6.98K as of Q2 2026.
Pathward Financial was a new Compass Financial Management position in Q2 2026.
Pathward Financial made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1123 holding.
262 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.