Corient Private Wealth
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Corient Private Wealth’s Pathward Financial CASH Stock Holding History

Corient Private Wealth’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 		$218K Buy
+2,446
New +$213K ﹤0.01% 2510

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

Corient Private Wealth's CASH Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Pathward Financial (CASH) in Q1 2026: 2,446 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2510 among its holdings.

274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Corient Private Wealth held 2,446 shares of Pathward Financial worth $218K as of Q1 2026.
  • Pathward Financial was a new Corient Private Wealth position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2510 holding.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.