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IFP Advisors’s Pathward Financial CASH Stock Holding History

IFP 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 		$5.49K Sell
63
-79
-56% -$6.83K ﹤0.01% 3732
2026
Q1 		$12.7K Buy
+142
New +$12.4K ﹤0.01% 3046
2025
Q4 		– Sell
-1
Closed -$74 – 4901
2025
Q3 		$74 Buy
+1
New +$78 ﹤0.01% 4590
2025
Q2 		– Hold
0
– – – 4058
2025
Q1 		– Hold
0
– – – 3642
2024
Q4 		– Hold
0
– – – 3687
2023
Q1 		– Sell
-480
Closed -$54K – 3520
2022
Q4 		$54K Sell
480
-6
-1% -$246 ﹤0.01% 2176
2022
Q3 		$68K Buy
486
+109
+29% +$3.92K ﹤0.01% 2138
2022
Q2 		$56K Hold
377
– – ﹤0.01% 2076
2022
Q1 		$56K Buy
+377
New +$21.4K ﹤0.01% 2076

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 $3.37T AUM 44.26% 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

IFP Advisors's CASH Position: Q2 2026 in Review

IFP Advisors reduced its Pathward Financial (CASH) stake by 56% in Q2 2026, selling an estimated $6.83K and leaving 63 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

IFP Advisors first reported a position in CASH in Q1 2022 and has held it in 7 quarters since. The position peaked at $68K in Q3 2022. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • IFP Advisors held 63 shares of Pathward Financial worth $5.49K as of Q2 2026.
  • IFP Advisors sold 79 Pathward Financial shares in Q2 2026, an estimated $6.83K.
  • Pathward Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3732 holding.
  • IFP Advisors first reported a position in Pathward Financial in Q1 2022 and has held it in 7 quarters since.
  • IFP Advisors's Pathward Financial position peaked at $68K in Q3 2022.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.