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Concurrent Investment Advisors’s Pathward Financial CASH Stock Holding History

Concurrent Investment 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 		$574K Buy
6,588
+203
+3% +$17.6K ﹤0.01% 1324
2026
Q1 		$570K Sell
6,385
-2,749
-30% -$239K 0.01% 1143
2025
Q4 		$648K Buy
9,134
+5,284
+137% +$379K 0.01% 1033
2025
Q3 		$285K Buy
3,850
+405
+12% +$31.6K ﹤0.01% 1177
2025
Q2 		$273K Buy
3,445
+228
+7% +$17.4K 0.01% 1110
2025
Q1 		$235K Buy
+3,217
New +$245K 0.01% 1052

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

Concurrent Investment Advisors's CASH Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Pathward Financial (CASH) stake by 3.2% in Q2 2026, buying an estimated $17.6K and bringing the position to 6,588 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Concurrent Investment Advisors first reported a position in CASH in Q1 2025 and has held it in 6 quarters since. The position peaked at $648K in Q4 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Concurrent Investment Advisors held 6,588 shares of Pathward Financial worth $574K as of Q2 2026.
  • Concurrent Investment Advisors bought 203 Pathward Financial shares in Q2 2026, an estimated $17.6K.
  • Pathward Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1324 holding.
  • Concurrent Investment Advisors first reported a position in Pathward Financial in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Pathward Financial position peaked at $648K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.