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Jones Financial Companies’s
Pathward Financial
CASH
Stock Holding History
Jones Financial Companies’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
Q1
$788K
Buy
8,962
+8,942
+44,710%
+$779K
﹤0.01%
1824
2025
Q4
$1.42K
Sell
20
-12
-38%
-$860
﹤0.01%
3928
2025
Q3
$2.43K
Buy
32
+2
+7%
+$156
﹤0.01%
3623
2025
Q2
$2.41K
Sell
30
-16
-35%
-$1.22K
﹤0.01%
3403
2025
Q1
$3.35K
Buy
46
+21
+84%
+$1.6K
﹤0.01%
3095
2024
Q4
$1.84K
Hold
25
–
–
﹤0.01%
3022
2024
Q3
$1.63K
Buy
+25
New
+$1.61K
﹤0.01%
2714
Other funds holding CASH
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
PFA
Pure Financial Advisors
San Diego, California
$6.97B AUM
16.14%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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