Janney Montgomery Scott
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Janney Montgomery Scott’s Pathward Financial CASH Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-5,189
Closed -$411K – 2873
2025
Q2 		$411K Buy
+5,189
New +$397K ﹤0.01% 2150
2024
Q3 		– Sell
-9,503
Closed -$538K – 2679
2024
Q2 		$538K Buy
+9,503
New +$500K ﹤0.01% 1828
2024
Q1 		– Sell
-9,481
Closed -$502K – 2734
2023
Q4 		$502K Buy
9,481
+101
+1% +$4.96K ﹤0.01% 1891
2023
Q3 		$432K Buy
9,380
+1,278
+16% +$63.6K ﹤0.01% 1879
2023
Q2 		$376K Buy
8,102
+1,896
+31% +$85.1K ﹤0.01% 2072
2023
Q1 		$257K Buy
+6,206
New +$292K ﹤0.01% 2138
2020
Q4 		– Sell
-17,443
Closed -$335K – 2224
2020
Q3 		$335K Buy
17,443
+2,238
+15% +$42.2K ﹤0.01% 1637
2020
Q2 		$276K Buy
+15,205
New +$267K ﹤0.01% 1668

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
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott's CASH Position: Q3 2025 in Review

Janney Montgomery Scott sold out of Pathward Financial (CASH) in Q3 2025, closing a stake of 5,189 shares — an estimated $411K sold.

Janney Montgomery Scott first reported a position in CASH in Q2 2020 and held it in 8 quarters. The position peaked at $538K in Q2 2024. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • Janney Montgomery Scott reported no remaining Pathward Financial position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,189 Pathward Financial shares in Q3 2025, an estimated $411K.
  • Janney Montgomery Scott first reported a position in Pathward Financial in Q2 2020 and held it in 8 quarters.
  • Janney Montgomery Scott's Pathward Financial position peaked at $538K in Q2 2024.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.