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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
Q2 		– Sell
-10,878
Closed -$971K – 1420
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 $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

Horizon Investments's CASH Position: Q2 2026 in Review

Horizon Investments sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 10,878 shares — an estimated $971K sold.

Horizon Investments first reported a position in CASH in Q2 2025 and held it in 3 quarters. The position peaked at $971K in Q1 2026. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Horizon Investments reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • Horizon Investments sold 10,878 Pathward Financial shares in Q2 2026, an estimated $971K.
  • Horizon Investments first reported a position in Pathward Financial in Q2 2025 and held it in 3 quarters.
  • Horizon Investments's Pathward Financial position peaked at $971K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

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