Koshinski Asset Management
CASH icon

Koshinski Asset Management’s Pathward Financial CASH Stock Holding History

Koshinski Asset Management’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 		– Sell
-3,019
Closed -$269K – 772
2026
Q1 		$269K Buy
3,019
+160
+6% +$13.9K 0.02% 607
2025
Q4 		$203K Sell
2,859
-402
-12% -$28.8K 0.01% 696
2025
Q3 		$241K Hold
3,261
– – 0.02% 634
2025
Q2 		$258K Buy
+3,261
New +$250K 0.02% 574

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

Koshinski Asset Management's CASH Position: Q2 2026 in Review

Koshinski Asset Management sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 3,019 shares — an estimated $269K sold.

Koshinski Asset Management first reported a position in CASH in Q2 2025 and held it in 4 quarters. The position peaked at $269K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Koshinski Asset Management reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 3,019 Pathward Financial shares in Q2 2026, an estimated $269K.
  • Koshinski Asset Management first reported a position in Pathward Financial in Q2 2025 and held it in 4 quarters.
  • Koshinski Asset Management's Pathward Financial position peaked at $269K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.