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Keating Financial Advisory Services’s Pathward Financial CASH Stock Holding History

Keating Financial Advisory Services’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 		$174 Sell
2
-16
-89% -$1.38K ﹤0.01% 2437
2026
Q1 		$1.61K Buy
+18
New +$1.57K ﹤0.01% 1929

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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

Keating Financial Advisory Services's CASH Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Pathward Financial (CASH) stake by 89% in Q2 2026, selling an estimated $1.38K and leaving 2 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Keating Financial Advisory Services first reported a position in CASH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.61K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Keating Financial Advisory Services held 2 shares of Pathward Financial worth $174 as of Q2 2026.
  • Keating Financial Advisory Services sold 16 Pathward Financial shares in Q2 2026, an estimated $1.38K.
  • Pathward Financial made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2437 holding.
  • Keating Financial Advisory Services first reported a position in Pathward Financial in Q1 2026 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Pathward Financial position peaked at $1.61K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.