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Jackson Creek Investment Advisors’s Pathward Financial CASH Stock Holding History

Jackson Creek Investment 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
Q1 		– Sell
-25,947
Closed -$1.91M – 304
2024
Q4 		$1.91M Sell
25,947
-815
-3% -$62.1K 0.57% 18
2024
Q3 		$1.77M Buy
26,762
+5,852
+28% +$376K 0.52% 39
2024
Q2 		$1.18M Sell
20,910
-39
-0.2% -$2.05K 0.43% 65
2024
Q1 		$1.06M Sell
20,949
-42
-0.2% -$2.13K 0.38% 131
2023
Q4 		$1.11M Hold
20,991
– – 0.43% 67
2023
Q3 		$967K Sell
20,991
-17
-0.1% -$846 0.41% 84
2023
Q2 		$974K Buy
+21,008
New +$943K 0.39% 98
2021
Q4 		– Sell
-24,462
Closed -$1.28M – 308
2021
Q3 		$1.28M Buy
24,462
+225
+0.9% +$11.2K 0.48% 36
2021
Q2 		$1.23M Sell
24,237
-2,919
-11% -$145K 0.46% 51
2021
Q1 		$1.23M Sell
27,156
-806
-3% -$34.4K 0.43% 74
2020
Q4 		$1.02M Sell
27,962
-16,301
-37% -$497K 0.4% 103
2020
Q3 		$851K Buy
+44,263
New +$835K 0.39% 96

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Creek Investment Advisors's CASH Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of Pathward Financial (CASH) in Q1 2025, closing a stake of 25,947 shares — an estimated $1.91M sold.

Jackson Creek Investment Advisors first reported a position in CASH in Q3 2020 and held it in 12 quarters. The position peaked at $1.91M in Q4 2024. 251 funds tracked by Wall St. Rank hold CASH as of Q1 2025.

  • Jackson Creek Investment Advisors reported no remaining Pathward Financial position as of Q1 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 25,947 Pathward Financial shares in Q1 2025, an estimated $1.91M.
  • Jackson Creek Investment Advisors first reported a position in Pathward Financial in Q3 2020 and held it in 12 quarters.
  • Jackson Creek Investment Advisors's Pathward Financial position peaked at $1.91M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.