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GAMMA Investing’s Pathward Financial CASH Stock Holding History

GAMMA Investing’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
2025
Q3 		– Sell
-662
Closed -$52.4K – 3862
2025
Q2 		$52.4K Buy
662
+34
+5% +$2.6K ﹤0.01% 1914
2025
Q1 		$45.8K Buy
628
+123
+24% +$9.38K ﹤0.01% 1851
2024
Q4 		$37.2K Buy
505
+92
+22% +$7.01K ﹤0.01% 1889
2024
Q3 		$27.3K Sell
413
-10
-2% -$643 ﹤0.01% 1916
2024
Q2 		$23.9K Buy
423
+3
+0.7% +$158 ﹤0.01% 1731
2024
Q1 		$21.2K Hold
420
– – ﹤0.01% 1615
2023
Q4 		$21.7K Buy
+420
New +$20.6K 0.01% 1442

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAMMA Investing's CASH Position: Q3 2025 in Review

GAMMA Investing sold out of Pathward Financial (CASH) in Q3 2025, closing a stake of 662 shares — an estimated $52.4K sold.

GAMMA Investing first reported a position in CASH in Q4 2023 and held it in 7 quarters. The position peaked at $52.4K in Q2 2025. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • GAMMA Investing reported no remaining Pathward Financial position as of Q3 2025 after selling out during the quarter.
  • GAMMA Investing sold 662 Pathward Financial shares in Q3 2025, an estimated $52.4K.
  • GAMMA Investing first reported a position in Pathward Financial in Q4 2023 and held it in 7 quarters.
  • GAMMA Investing's Pathward Financial position peaked at $52.4K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on GAMMA Investing's 13F filing for Q3 2025, filed 2 Oct 2025.