FFO
CASH icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM