Inspire Advisors’s Pathward Financial CASH Stock Holding History

Inspire 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
2025 Q4	–	Sell	-3,151	Closed	-$233K	–	558
2025 Q3	$233K	Sell	3,151 -777	-20%	-$60.5K	0.02%	449
2025 Q2	$311K	Buy	+3,928	New	+$301K	0.03%	373
2024 Q4	–	Sell	-4,935	Closed	-$326K	–	428
2024 Q3	$326K	Buy	+4,935	New	+$317K	0.04%	291

Other funds holding CASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAM

Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return

Inspire Advisors's CASH Position: Q4 2025 in Review

Inspire Advisors sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 3,151 shares — an estimated $233K sold.

Inspire Advisors first reported a position in CASH in Q3 2024 and held it in 3 quarters. The position peaked at $326K in Q3 2024. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

Inspire Advisors reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
Inspire Advisors sold 3,151 Pathward Financial shares in Q4 2025, an estimated $233K.
Inspire Advisors first reported a position in Pathward Financial in Q3 2024 and held it in 3 quarters.
Inspire Advisors's Pathward Financial position peaked at $326K in Q3 2024.
261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.