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Hughes Financial Services’s Pathward Financial CASH Stock Holding History

Hughes Financial Services’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 		$174 Buy
+2
New +$173 ﹤0.01% 1305
2025
Q4 		– Sell
-400
Closed -$27.7K – 1291
2025
Q3 		$27.7K Hold
400
– – ﹤0.01% 198
2025
Q2 		$29.5K Buy
+400
New +$30.6K 0.01% 192

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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

Hughes Financial Services's CASH Position: Q2 2026 in Review

Hughes Financial Services opened a new position in Pathward Financial (CASH) in Q2 2026: 2 shares worth $174. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: Hughes Financial Services previously reported a position in CASH as recently as Q3 2025.

Hughes Financial Services first reported a position in CASH in Q2 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q2 2025. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Hughes Financial Services held 2 shares of Pathward Financial worth $174 as of Q2 2026.
  • Pathward Financial was a new Hughes Financial Services position in Q2 2026.
  • Pathward Financial made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1305 holding.
  • Hughes Financial Services first reported a position in Pathward Financial in Q2 2025 and has held it in 3 quarters since.
  • Hughes Financial Services's Pathward Financial position peaked at $29.5K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.