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Horizon Investments’s Pathward Financial CASH Stock Holding History

Horizon 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 		$971K Buy
10,878
+2,385
+28% +$208K 0.01% 658
2025
Q4 		$603K Buy
+8,493
New +$609K 0.01% 810
2025
Q3 		– Sell
-10,077
Closed -$797K – 1195
2025
Q2 		$797K Buy
+10,077
New +$771K 0.01% 620

Other funds holding CASH

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

Horizon Investments's CASH Position: Q1 2026 in Review

Horizon Investments increased its Pathward Financial (CASH) stake by 28% in Q1 2026, buying an estimated $208K and bringing the position to 10,878 shares worth $971K. The position accounts for 0.01% of the portfolio, ranked #658.

Horizon Investments first reported a position in CASH in Q2 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Horizon Investments held 10,878 shares of Pathward Financial worth $971K as of Q1 2026.
  • Horizon Investments bought 2,385 Pathward Financial shares in Q1 2026, an estimated $208K.
  • Pathward Financial made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #658 holding.
  • Horizon Investments first reported a position in Pathward Financial in Q2 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

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