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 Q2	$13.3K	Sell	153 -149	-49%	-$12.9K	﹤0.01%	2724
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	–	1984
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's CASH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pathward Financial (CASH) stake by 49% in Q2 2026, selling an estimated $12.9K and leaving 153 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

EverSource Wealth Advisors first reported a position in CASH in Q4 2021 and has held it in 10 quarters since. The position peaked at $36.3K in Q3 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

EverSource Wealth Advisors held 153 shares of Pathward Financial worth $13.3K as of Q2 2026.
EverSource Wealth Advisors sold 149 Pathward Financial shares in Q2 2026, an estimated $12.9K.
Pathward Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2724 holding.
EverSource Wealth Advisors first reported a position in Pathward Financial in Q4 2021 and has held it in 10 quarters since.
EverSource Wealth Advisors's Pathward Financial position peaked at $36.3K in Q3 2025.
282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.