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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
Q2 		$16.1K Buy
185
+6
+3% +$519 ﹤0.01% 2132
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 $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

Larson Financial Group's CASH Position: Q2 2026 in Review

Larson Financial Group increased its Pathward Financial (CASH) stake by 3.4% in Q2 2026, buying an estimated $519 and bringing the position to 185 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Larson Financial Group first reported a position in CASH in Q2 2024 and has held it in 9 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Larson Financial Group held 185 shares of Pathward Financial worth $16.1K as of Q2 2026.
  • Larson Financial Group bought 6 Pathward Financial shares in Q2 2026, an estimated $519.
  • Pathward Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2132 holding.
  • Larson Financial Group first reported a position in Pathward Financial in Q2 2024 and has held it in 9 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

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