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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
Q2 		$909K Buy
+10,445
New +$904K 0.01% 556
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

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

Freestone Grove Partners's CASH Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Pathward Financial (CASH) in Q2 2026: 10,445 shares worth $909K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in CASH as recently as Q4 2025.

Freestone Grove Partners first reported a position in CASH in Q3 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Freestone Grove Partners held 10,445 shares of Pathward Financial worth $909K as of Q2 2026.
  • Pathward Financial was a new Freestone Grove Partners position in Q2 2026.
  • Pathward Financial made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #556 holding.
  • Freestone Grove Partners first reported a position in Pathward Financial in Q3 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.