First Community Trust’s Pathward Financial CASH Stock Holding History

First Community Trust’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	$78.4K	Hold	900	–	–	0.04%	142
2026 Q1	$80.3K	Hold	900	–	–	0.06%	131
2025 Q4	$63.9K	Hold	900	–	–	0.05%	149
2025 Q3	$66.6K	Hold	900	–	–	0.05%	147
2025 Q2	$71.2K	Hold	900	–	–	0.06%	133
2025 Q1	$65.7K	Hold	900	–	–	0.06%	148
2024 Q4	$66.2K	Hold	900	–	–	0.05%	147
2024 Q3	$59.4K	Hold	900	–	–	0.05%	156
2024 Q2	$50.9K	Hold	900	–	–	0.04%	152
2024 Q1	$45.4K	Hold	900	–	–	0.04%	158
2023 Q4	$47.6K	Hold	900	–	–	0.05%	147
2023 Q3	$41.5K	Hold	900	–	–	0.05%	159
2023 Q2	$41.7K	Hold	900	–	–	0.05%	162
2023 Q1	$37.3K	Hold	900	–	–	0.04%	168
2022 Q4	$39K	Hold	900	–	–	0.05%	172
2022 Q3	$30K	Hold	900	–	–	0.04%	162
2022 Q2	$35K	Hold	900	–	–	0.04%	180
2022 Q1	$49K	Hold	900	–	–	0.05%	165
2021 Q4	$53.7K	Buy	+900	New	+$53.8K	0.04%	169

Other funds holding CASH

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

First Community Trust's CASH Position: Q2 2026 in Review

First Community Trust held its Pathward Financial (CASH) position steady in Q2 2026 at 900 shares worth $78.4K. The position accounts for 0.04% of the portfolio, ranked #142.

First Community Trust first reported a position in CASH in Q4 2021 and has held it in 19 quarters since. The position peaked at $80.3K in Q1 2026. 19 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

First Community Trust held 900 shares of Pathward Financial worth $78.4K as of Q2 2026.
First Community Trust left its Pathward Financial share count unchanged in Q2 2026.
Pathward Financial made up 0.04% of First Community Trust's portfolio in Q2 2026, its #142 holding.
First Community Trust first reported a position in Pathward Financial in Q4 2021 and has held it in 19 quarters since.
First Community Trust's Pathward Financial position peaked at $80.3K in Q1 2026.
19 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.