LJAC
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L.J. Altfest & Co’s Pathward Financial CASH Stock Holding History

L.J. Altfest & Co’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
-3,014
Closed -$238K – 338
2025
Q2 		$238K Hold
3,014
– – 0.03% 304
2025
Q1 		$220K Hold
3,014
– – 0.03% 302
2024
Q4 		$222K Buy
+3,014
New +$230K 0.03% 300

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
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

L.J. Altfest & Co's CASH Position: Q3 2025 in Review

L.J. Altfest & Co sold out of Pathward Financial (CASH) in Q3 2025, closing a stake of 3,014 shares — an estimated $238K sold.

L.J. Altfest & Co first reported a position in CASH in Q4 2024 and held it in 3 quarters. The position peaked at $238K in Q2 2025. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • L.J. Altfest & Co reported no remaining Pathward Financial position as of Q3 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,014 Pathward Financial shares in Q3 2025, an estimated $238K.
  • L.J. Altfest & Co first reported a position in Pathward Financial in Q4 2024 and held it in 3 quarters.
  • L.J. Altfest & Co's Pathward Financial position peaked at $238K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on L.J. Altfest & Co's 13F filing for Q3 2025, filed 21 Oct 2025.