HI
CASH icon

Harbour Investments’s Pathward Financial CASH Stock Holding History

Harbour Investments’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 		$52.2K Hold
600
– – ﹤0.01% 2377
2026
Q1 		$53.5K Buy
+600
New +$52.2K ﹤0.01% 2310
2021
Q4 		– Sell
-11
Closed -$1K – 2770
2021
Q3 		$1K Buy
11
+1
+10% +$50 ﹤0.01% 3455
2021
Q2 		$1K Buy
+10
New +$496 ﹤0.01% 3507

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

Harbour Investments's CASH Position: Q2 2026 in Review

Harbour Investments held its Pathward Financial (CASH) position steady in Q2 2026 at 600 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Harbour Investments first reported a position in CASH in Q2 2021 and has held it in 4 quarters since. The position peaked at $53.5K in Q1 2026. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Harbour Investments held 600 shares of Pathward Financial worth $52.2K as of Q2 2026.
  • Harbour Investments left its Pathward Financial share count unchanged in Q2 2026.
  • Pathward Financial made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2377 holding.
  • Harbour Investments first reported a position in Pathward Financial in Q2 2021 and has held it in 4 quarters since.
  • Harbour Investments's Pathward Financial position peaked at $53.5K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.