Jones Financial Companies
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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
Q2 		$1.42M Buy
16,250
+7,288
+81% +$630K ﹤0.01% 1721
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jones Financial Companies's CASH Position: Q2 2026 in Review

Jones Financial Companies increased its Pathward Financial (CASH) stake by 81% in Q2 2026, buying an estimated $630K and bringing the position to 16,250 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Jones Financial Companies first reported a position in CASH in Q3 2024 and has held it in 8 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Jones Financial Companies held 16,250 shares of Pathward Financial worth $1.42M as of Q2 2026.
  • Jones Financial Companies bought 7,288 Pathward Financial shares in Q2 2026, an estimated $630K.
  • Pathward Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1721 holding.
  • Jones Financial Companies first reported a position in Pathward Financial in Q3 2024 and has held it in 8 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.