IA
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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
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
2021
Q3 		– Hold
0
– – – 3563
2021
Q2 		– Hold
0
– – – 3262
2021
Q1 		– Hold
0
– – – 3192
2020
Q4 		– Hold
0
– – – 3097
2020
Q3 		– Hold
0
– – – 2980
2020
Q2 		– Hold
0
– – – 2861
2020
Q1 		– Hold
0
– – – 2885
2019
Q4 		– Hold
0
– – – 2934
2019
Q3 		– Hold
0
– – – 3149

Other funds holding CASH

BlackRock
BlackRock New York $5.7T 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