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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

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

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. 283 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.
  • 283 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.