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Larson Financial Group’s Pathward Financial CASH Stock Holding History

Larson Financial Group’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 		$16K Hold
179
– – ﹤0.01% 1972
2025
Q4 		$12.7K Hold
179
– – ﹤0.01% 1979
2025
Q3 		$13.2K Sell
179
-3
-2% -$234 ﹤0.01% 1875
2025
Q2 		$14.4K Buy
182
+180
+9,000% +$13.8K ﹤0.01% 1644
2025
Q1 		$146 Hold
2
– – ﹤0.01% 2856
2024
Q4 		$147 Hold
2
– – ﹤0.01% 2525
2024
Q3 		$132 Hold
2
– – ﹤0.01% 2478
2024
Q2 		$113 Buy
+2
New +$105 ﹤0.01% 2218

Other funds holding CASH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM