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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
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

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harbour Investments's CASH Position: Q1 2026 in Review

Harbour Investments opened a new position in Pathward Financial (CASH) in Q1 2026: 600 shares worth $53.5K. The stake represents ﹤0.01% of the portfolio and ranks #2310 among its holdings. This is a return to the name: Harbour Investments previously reported a position in CASH as recently as Q3 2021.

Harbour Investments first reported a position in CASH in Q2 2021 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Harbour Investments held 600 shares of Pathward Financial worth $53.5K as of Q1 2026.
  • Pathward Financial was a new Harbour Investments position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2310 holding.
  • Harbour Investments first reported a position in Pathward Financial in Q2 2021 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.