FFA
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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
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

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

Farther Finance Advisors's CASH Position: Q2 2026 in Review

Farther Finance Advisors increased its Pathward Financial (CASH) stake by 380% in Q2 2026, buying an estimated $8.22K and bringing the position to 120 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4392.

Farther Finance Advisors first reported a position in CASH in Q4 2023 and has held it in 9 quarters since. The position peaked at $14.5K in Q1 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Farther Finance Advisors held 120 shares of Pathward Financial worth $10.4K as of Q2 2026.
  • Farther Finance Advisors bought 95 Pathward Financial shares in Q2 2026, an estimated $8.22K.
  • Pathward Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4392 holding.
  • Farther Finance Advisors first reported a position in Pathward Financial in Q4 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's Pathward Financial position peaked at $14.5K in Q1 2025.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.