Global Retirement Partners’s Pathward Financial CASH Stock Holding History

Global Retirement 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
2025 Q4	$710	Buy	10 +6	+150%	+$430	﹤0.01%	3938
2025 Q3	$296	Hold	4	–	–	﹤0.01%	3708
2025 Q2	$316	Buy	+4	New	+$306	﹤0.01%	3627
2024 Q4	$294	Sell	4 -41	-91%	-$3.12K	﹤0.01%	3467
2024 Q3	$2.97K	Sell	45 -105	-70%	-$6.75K	﹤0.01%	2791
2024 Q2	$8.49K	Buy	+150	New	+$7.89K	﹤0.01%	2390
2022 Q2	–	Sell	-2	Closed	–	–	2688
2022 Q1	$0	Buy	+2	New	+$114	﹤0.01%	2637

Other funds holding CASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAM

Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return

Global Retirement Partners's CASH Position: Q4 2025 in Review

Global Retirement Partners increased its Pathward Financial (CASH) stake by 150% in Q4 2025, buying an estimated $430 and bringing the position to 10 shares worth $710. The position accounts for ﹤0.01% of the portfolio, ranked #3938.

Global Retirement Partners first reported a position in CASH in Q1 2022 and has held it in 7 quarters since. The position peaked at $8.49K in Q2 2024. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

Global Retirement Partners held 10 shares of Pathward Financial worth $710 as of Q4 2025.
Global Retirement Partners bought 6 Pathward Financial shares in Q4 2025, an estimated $430.
Pathward Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3938 holding.
Global Retirement Partners first reported a position in Pathward Financial in Q1 2022 and has held it in 7 quarters since.
Global Retirement Partners's Pathward Financial position peaked at $8.49K in Q2 2024.
261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.