II
CASH icon

Inspire Investing’s Pathward Financial CASH Stock Holding History

Inspire Investing’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
Q1 		– Sell
-11,088
Closed -$816K – 808
2024
Q4 		$816K Buy
+11,088
New +$845K 0.09% 259
2024
Q1 		– Sell
-14,547
Closed -$770K – 802
2023
Q4 		$770K Buy
+14,547
New +$715K 0.08% 261

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inspire Investing's CASH Position: Q1 2025 in Review

Inspire Investing sold out of Pathward Financial (CASH) in Q1 2025, closing a stake of 11,088 shares — an estimated $816K sold.

Inspire Investing first reported a position in CASH in Q4 2023 and held it in 2 quarters. The position peaked at $816K in Q4 2024. 251 funds tracked by Wall St. Rank hold CASH as of Q1 2025.

  • Inspire Investing reported no remaining Pathward Financial position as of Q1 2025 after selling out during the quarter.
  • Inspire Investing sold 11,088 Pathward Financial shares in Q1 2025, an estimated $816K.
  • Inspire Investing first reported a position in Pathward Financial in Q4 2023 and held it in 2 quarters.
  • Inspire Investing's Pathward Financial position peaked at $816K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2025.

Based on Inspire Investing's 13F filing for Q1 2025, filed 3 Jun 2025.