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Fortitude Family Office’s Pathward Financial CASH Stock Holding History

Fortitude Family Office’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 		$4.27K Hold
49
– – ﹤0.01% 1159
2026
Q1 		$4.37K Hold
49
– – ﹤0.01% 972
2025
Q4 		$3.48K Hold
49
– – ﹤0.01% 957
2025
Q3 		$3.63K Hold
49
– – ﹤0.01% 941
2025
Q2 		$3.88K Sell
49
-8
-14% -$612 ﹤0.01% 882
2025
Q1 		$4.16K Hold
57
– – ﹤0.01% 777
2024
Q4 		$4.19K Hold
57
– – ﹤0.01% 891
2024
Q3 		$3.76K Hold
57
– – ﹤0.01% 872
2024
Q2 		$3.22K Hold
57
– – ﹤0.01% 714
2024
Q1 		$2.88K Buy
+57
New +$2.89K ﹤0.01% 757

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

Fortitude Family Office's CASH Position: Q2 2026 in Review

Fortitude Family Office held its Pathward Financial (CASH) position steady in Q2 2026 at 49 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Fortitude Family Office first reported a position in CASH in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.37K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Fortitude Family Office held 49 shares of Pathward Financial worth $4.27K as of Q2 2026.
  • Fortitude Family Office left its Pathward Financial share count unchanged in Q2 2026.
  • Pathward Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1159 holding.
  • Fortitude Family Office first reported a position in Pathward Financial in Q1 2024 and has held it in 10 quarters since.
  • Fortitude Family Office's Pathward Financial position peaked at $4.37K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.