CFD
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Creative Financial Designs’s Pathward Financial CASH Stock Holding History

Creative Financial Designs’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
2025
Q4 		– Sell
-27
Closed -$2K – 2082
2025
Q3 		$2K Hold
27
– – ﹤0.01% 1697
2025
Q2 		$2.14K Sell
27
-26
-49% -$1.99K ﹤0.01% 1676
2025
Q1 		$3.87K Buy
+53
New +$4.04K ﹤0.01% 1539

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Creative Financial Designs's CASH Position: Q4 2025 in Review

Creative Financial Designs sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 27 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in CASH in Q1 2025 and held it in 3 quarters. The position peaked at $3.87K in Q1 2025. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Creative Financial Designs reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 27 Pathward Financial shares in Q4 2025, an estimated $2K.
  • Creative Financial Designs first reported a position in Pathward Financial in Q1 2025 and held it in 3 quarters.
  • Creative Financial Designs's Pathward Financial position peaked at $3.87K in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.