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Freestone Grove Partners’s Pathward Financial CASH Stock Holding History

Freestone Grove Partners’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 		– Sell
-5,466
Closed -$388K – 1006
2025
Q4 		$388K Buy
5,466
+1,144
+26% +$82K ﹤0.01% 617
2025
Q3 		$320K Buy
+4,322
New +$337K ﹤0.01% 602

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VCM
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PFA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
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VPM
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Freestone Grove Partners's CASH Position: Q1 2026 in Review

Freestone Grove Partners sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 5,466 shares — an estimated $388K sold.

Freestone Grove Partners first reported a position in CASH in Q3 2025 and held it in 2 quarters. The position peaked at $388K in Q4 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Freestone Grove Partners reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 5,466 Pathward Financial shares in Q1 2026, an estimated $388K.
  • Freestone Grove Partners first reported a position in Pathward Financial in Q3 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Pathward Financial position peaked at $388K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.