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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
Q2 		$8.85M Buy
101,634
+4,458
+5% +$386K 0.05% 459
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Empowered Funds's CASH Position: Q2 2026 in Review

Empowered Funds increased its Pathward Financial (CASH) stake by 4.6% in Q2 2026, buying an estimated $386K and bringing the position to 101,634 shares worth $8.85M. The position accounts for 0.05% of the portfolio, ranked #459.

Empowered Funds first reported a position in CASH in Q2 2023 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Empowered Funds held 101,634 shares of Pathward Financial worth $8.85M as of Q2 2026.
  • Empowered Funds bought 4,458 Pathward Financial shares in Q2 2026, an estimated $386K.
  • Pathward Financial made up 0.05% of Empowered Funds's portfolio in Q2 2026, its #459 holding.
  • Empowered Funds first reported a position in Pathward Financial in Q2 2023 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.