HighTower Advisors’s Pathward Financial CASH Stock Holding History

HighTower Advisors’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	$394K	Sell	4,530 -890	-16%	-$77K	﹤0.01%	2957
2026 Q1	$484K	Buy	5,420 +738	+16%	+$64.3K	﹤0.01%	2742
2025 Q4	$332K	Sell	4,682 -50	-1%	-$3.58K	﹤0.01%	2963
2025 Q3	$350K	Sell	4,732 -4	-0.1%	-$312	﹤0.01%	2904
2025 Q2	$375K	Sell	4,736 -170	-3%	-$13K	﹤0.01%	2753
2025 Q1	$358K	Buy	4,906 +175	+4%	+$13.3K	﹤0.01%	2724
2024 Q4	$348K	Sell	4,731 -1,301	-22%	-$99.1K	﹤0.01%	2769
2024 Q3	$397K	Buy	6,032 +393	+7%	+$25.3K	﹤0.01%	2594
2024 Q2	$318K	Buy	5,639 +948	+20%	+$49.9K	﹤0.01%	2666
2024 Q1	$236K	Buy	4,691 +9	+0.2%	+$457	﹤0.01%	2875
2023 Q4	$248K	Buy	4,682 +38	+0.8%	+$1.87K	﹤0.01%	2852
2023 Q3	$213K	Buy	4,644 +53	+1%	+$2.64K	﹤0.01%	2863
2023 Q2	$212K	Buy	+4,591	New	+$206K	﹤0.01%	2820
2023 Q1	–	Sell	-8,866	Closed	-$382K	–	3445
2022 Q4	$382K	Buy	+8,866	New	+$364K	﹤0.01%	2310
2022 Q2	–	Sell	-3,636	Closed	-$200K	–	3273
2022 Q1	$200K	Buy	3,636 +3	+0.1%	+$170	﹤0.01%	2839
2021 Q4	$217K	Buy	+3,633	New	+$217K	﹤0.01%	2701

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HighTower Advisors's CASH Position: Q2 2026 in Review

HighTower Advisors reduced its Pathward Financial (CASH) stake by 16% in Q2 2026, selling an estimated $77K and leaving 4,530 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

HighTower Advisors first reported a position in CASH in Q4 2021 and has held it in 16 quarters since. The position peaked at $484K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

HighTower Advisors held 4,530 shares of Pathward Financial worth $394K as of Q2 2026.
HighTower Advisors sold 890 Pathward Financial shares in Q2 2026, an estimated $77K.
Pathward Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2957 holding.
HighTower Advisors first reported a position in Pathward Financial in Q4 2021 and has held it in 16 quarters since.
HighTower Advisors's Pathward Financial position peaked at $484K in Q1 2026.
282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.