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F/M Investments’s Pathward Financial CASH Stock Holding History

F/M Investments’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 		– Sell
-30,395
Closed -$2.16M – 351
2025
Q4 		$2.16M Sell
30,395
-32,701
-52% -$2.34M 0.08% 231
2025
Q3 		$4.67M Sell
63,096
-312
-0.5% -$24.3K 0.18% 139
2025
Q2 		$5.02M Buy
63,408
+309
+0.5% +$23.6K 0.18% 119
2025
Q1 		$4.6M Buy
63,099
+253
+0.4% +$19.3K 0.18% 118
2024
Q4 		$4.62M Sell
62,846
-127,023
-67% -$9.68M 0.17% 121
2024
Q3 		$12.5M Sell
189,869
-762
-0.4% -$49K 0.39% 70
2024
Q2 		$10.8M Buy
+190,631
New +$10M 0.39% 80

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

F/M Investments's CASH Position: Q1 2026 in Review

F/M Investments sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 30,395 shares — an estimated $2.16M sold.

F/M Investments first reported a position in CASH in Q2 2024 and held it in 7 quarters. The position peaked at $12.5M in Q3 2024. 275 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • F/M Investments reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 30,395 Pathward Financial shares in Q1 2026, an estimated $2.16M.
  • F/M Investments first reported a position in Pathward Financial in Q2 2024 and held it in 7 quarters.
  • F/M Investments's Pathward Financial position peaked at $12.5M in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.