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Farther Finance Advisors’s Pathward Financial CASH Stock Holding History

Farther Finance 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
Q3 		$16.9K Buy
238
+118
+98% +$9.91K ﹤0.01% 4268
2026
Q2 		$10.4K Buy
120
+95
+380% +$8.22K ﹤0.01% 4392
2026
Q1 		$2.25K Buy
25
+13
+108% +$1.13K ﹤0.01% 4859
2025
Q4 		$852 Sell
12
-159
-93% -$11.4K ﹤0.01% 4943
2025
Q3 		$12.7K Hold
171
– – ﹤0.01% 3320
2025
Q2 		$13.5K Sell
171
-25
-13% -$1.91K ﹤0.01% 2912
2025
Q1 		$14.5K Buy
+196
New +$15K ﹤0.01% 2552
2024
Q3 		– Sell
-8
Closed -$458 – 4010
2024
Q2 		$458 Hold
8
– – ﹤0.01% 3301
2024
Q1 		$402 Hold
8
– – ﹤0.01% 3081
2023
Q4 		$423 Buy
+8
New +$393 ﹤0.01% 3020

Other funds holding CASH

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's CASH Position: Q3 2026 in Review

Farther Finance Advisors increased its Pathward Financial (CASH) stake by 98% in Q3 2026, buying an estimated $9.91K and bringing the position to 238 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4268.

Farther Finance Advisors first reported a position in CASH in Q4 2023 and has held it in 10 quarters since. 5 funds tracked by Wall St. Rank hold CASH as of Q3 2026.

  • Farther Finance Advisors held 238 shares of Pathward Financial worth $16.9K as of Q3 2026.
  • Farther Finance Advisors bought 118 Pathward Financial shares in Q3 2026, an estimated $9.91K.
  • Pathward Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4268 holding.
  • Farther Finance Advisors first reported a position in Pathward Financial in Q4 2023 and has held it in 10 quarters since.
  • 5 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.