Integrated Wealth Concepts’s Pathward Financial CASH Stock Holding History

Integrated Wealth Concepts’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	$9.49K	Buy	+109	New	+$9.43K	﹤0.01%	4595

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's CASH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pathward Financial (CASH) in Q2 2026: 109 shares worth $9.49K. The stake represents ﹤0.01% of the portfolio and ranks #4595 among its holdings.

282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Integrated Wealth Concepts held 109 shares of Pathward Financial worth $9.49K as of Q2 2026.
Pathward Financial was a new Integrated Wealth Concepts position in Q2 2026.
Pathward Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4595 holding.
282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.