Guardian Wealth Management (Illinois)’s Pathward Financial CASH Stock Holding History

Guardian Wealth Management (Illinois)’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	$4.99M	Buy	57,305 +1,869	+3%	+$162K	2.45%	16
2026 Q1	$4.95M	Buy	55,436 +7,207	+15%	+$628K	2.7%	15
2025 Q4	$3.42M	Buy	48,229 +7,684	+19%	+$551K	2.01%	19
2025 Q3	$3M	Buy	+40,545	New	+$3.16M	1.77%	24
2023 Q4	–	Sell	-228	Closed	-$10.5K	–	259
2023 Q3	$10.5K	Buy	228 +20	+10%	+$995	0.01%	156
2023 Q2	$9.64K	Hold	208	–	–	0.01%	161
2023 Q1	$8.63K	Buy	+208	New	+$9.8K	0.01%	168

Other funds holding CASH

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s CASH Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Pathward Financial (CASH) stake by 3.4% in Q2 2026, buying an estimated $162K and bringing the position to 57,305 shares worth $4.99M. The position accounts for 2.45% of the portfolio, ranked #16.

Guardian Wealth Management (Illinois) first reported a position in CASH in Q1 2023 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Guardian Wealth Management (Illinois) held 57,305 shares of Pathward Financial worth $4.99M as of Q2 2026.
Guardian Wealth Management (Illinois) bought 1,869 Pathward Financial shares in Q2 2026, an estimated $162K.
Pathward Financial made up 2.45% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #16 holding.
Guardian Wealth Management (Illinois) first reported a position in Pathward Financial in Q1 2023 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.