EF
CASH icon

Empowered Funds’s Pathward Financial CASH Stock Holding History

Empowered Funds’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 		$8.67M Buy
+97,176
New +$8.46M 0.06% 429
2024
Q1 		– Sell
-34,711
Closed -$1.84M – 1381
2023
Q4 		$1.84M Sell
34,711
-38,473
-53% -$1.89M 0.05% 544
2023
Q3 		$3.37M Buy
73,184
+6,004
+9% +$299K 0.1% 274
2023
Q2 		$3.11M Buy
+67,180
New +$3.01M 0.11% 256

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

Empowered Funds's CASH Position: Q1 2026 in Review

Empowered Funds opened a new position in Pathward Financial (CASH) in Q1 2026: 97,176 shares worth $8.67M. The stake represents 0.06% of the portfolio and ranks #429 among its holdings. This is a return to the name: Empowered Funds previously reported a position in CASH as recently as Q4 2023.

Empowered Funds first reported a position in CASH in Q2 2023 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Empowered Funds held 97,176 shares of Pathward Financial worth $8.67M as of Q1 2026.
  • Pathward Financial was a new Empowered Funds position in Q1 2026.
  • Pathward Financial made up 0.06% of Empowered Funds's portfolio in Q1 2026, its #429 holding.
  • Empowered Funds first reported a position in Pathward Financial in Q2 2023 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.