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Csenge Advisory Group’s Pathward Financial CASH Stock Holding History

Csenge Advisory Group’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
-6,959
Closed -$515K – 718
2025
Q3 		$515K Sell
6,959
-495
-7% -$38.6K 0.02% 420
2025
Q2 		$582K Hold
7,454
– – 0.03% 388
2025
Q1 		$524K Buy
7,454
+10
+0.1% +$763 0.03% 385
2024
Q4 		$548K Hold
7,444
– – 0.03% 404
2024
Q3 		$551K Sell
7,444
-2,275
-23% -$146K 0.03% 400
2024
Q2 		$550K Buy
9,719
+10
+0.1% +$526 0.03% 379
2024
Q1 		$490K Sell
9,709
-4,125
-30% -$209K 0.03% 437
2023
Q4 		$732K Buy
13,834
+16
+0.1% +$786 0.05% 312
2023
Q3 		$637K Buy
13,818
+14
+0.1% +$697 0.04% 310
2023
Q2 		$640K Sell
13,804
-3,976
-22% -$178K 0.04% 316
2023
Q1 		$738K Sell
17,780
-1,477
-8% -$69.6K 0.05% 264
2022
Q4 		$829K Buy
19,257
+29
+0.2% +$1.19K 0.06% 245
2022
Q3 		$634K Buy
19,228
+25
+0.1% +$898 0.05% 285
2022
Q2 		$743K Buy
19,203
+15,100
+368% +$644K 0.06% 265
2022
Q1 		$225K Buy
+4,103
New +$233K 0.02% 571
2018
Q4 		– Sell
-27
Closed – – 388
2018
Q3 		$0 Buy
+27
New +$808 ﹤0.01% 1100

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

Csenge Advisory Group's CASH Position: Q4 2025 in Review

Csenge Advisory Group sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 6,959 shares — an estimated $515K sold.

Csenge Advisory Group first reported a position in CASH in Q3 2018 and held it in 16 quarters. The position peaked at $829K in Q4 2022. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Csenge Advisory Group reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 6,959 Pathward Financial shares in Q4 2025, an estimated $515K.
  • Csenge Advisory Group first reported a position in Pathward Financial in Q3 2018 and held it in 16 quarters.
  • Csenge Advisory Group's Pathward Financial position peaked at $829K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Csenge Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.