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Cynosure Group’s Pathward Financial CASH Stock Holding History

Cynosure 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
-9,657
Closed -$715K – 421
2025
Q3 		$715K Hold
9,657
– – 0.08% 102
2025
Q2 		$764K Buy
9,657
+512
+6% +$39.2K 0.09% 123
2025
Q1 		$667K Buy
9,145
+1,034
+13% +$78.9K 0.09% 122
2024
Q4 		$597K Sell
8,111
-2,781
-26% -$212K 0.09% 108
2024
Q3 		$719K Sell
10,892
-3,242
-23% -$208K 0.1% 121
2024
Q2 		$800K Buy
14,134
+1,088
+8% +$57.2K 0.13% 97
2024
Q1 		$659K Buy
+13,046
New +$662K 0.12% 106

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return

Cynosure Group's CASH Position: Q4 2025 in Review

Cynosure Group sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 9,657 shares — an estimated $715K sold.

Cynosure Group first reported a position in CASH in Q1 2024 and held it in 7 quarters. The position peaked at $800K in Q2 2024. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Cynosure Group reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Cynosure Group sold 9,657 Pathward Financial shares in Q4 2025, an estimated $715K.
  • Cynosure Group first reported a position in Pathward Financial in Q1 2024 and held it in 7 quarters.
  • Cynosure Group's Pathward Financial position peaked at $800K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.