EWA
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EverSource Wealth Advisors’s Pathward Financial CASH Stock Holding History

EverSource Wealth Advisors’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 		$26.9K Sell
302
-45
-13% -$3.92K ﹤0.01% 2313
2025
Q4 		$24.6K Sell
347
-143
-29% -$10.3K ﹤0.01% 2250
2025
Q3 		$36.3K Buy
490
+57
+13% +$4.44K ﹤0.01% 1937
2025
Q2 		$34.3K Buy
433
+432
+43,200% +$33.1K ﹤0.01% 1880
2025
Q1 		$73 Sell
1
-10
-91% -$763 ﹤0.01% 3862
2024
Q4 		$809 Buy
+11
New +$838 ﹤0.01% 3035
2022
Q3 		– Sell
-40
Closed -$2K – 1985
2022
Q2 		$2K Sell
40
-15
-27% -$639 ﹤0.01% 1472
2022
Q1 		$3K Hold
55
– – ﹤0.01% 1402
2021
Q4 		$3K Buy
+55
New +$3.29K ﹤0.01% 1398

Other funds holding CASH

BlackRock
BlackRock New York $5.7T 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