GRP
CASH icon

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
2026
Q2 		$12.4K Buy
+142
New +$12.3K ﹤0.01% 3294
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
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 $3.38T AUM 44.17% 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

Global Retirement Partners's CASH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Pathward Financial (CASH) in Q2 2026: 142 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #3294 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CASH as recently as Q4 2025.

Global Retirement Partners first reported a position in CASH in Q1 2022 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Global Retirement Partners held 142 shares of Pathward Financial worth $12.4K as of Q2 2026.
  • Pathward Financial was a new Global Retirement Partners position in Q2 2026.
  • Pathward Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3294 holding.
  • Global Retirement Partners first reported a position in Pathward Financial in Q1 2022 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.