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LGT Financial Advisors’s Pathward Financial CASH Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-293
Closed -$21.6K – 364
2024
Q4 		$21.6K Hold
293
– – 0.05% 297
2024
Q3 		$19.3K Hold
293
– – 0.05% 290
2024
Q2 		$16.6K Hold
293
– – 0.04% 354
2024
Q1 		$14.8K Hold
293
– – 0.02% 421
2023
Q4 		$15.5K Sell
293
-15
-5% -$737 0.02% 396
2023
Q3 		$14.2K Buy
+308
New +$15.3K 0.02% 411

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's CASH Position: Q1 2025 in Review

LGT Financial Advisors sold out of Pathward Financial (CASH) in Q1 2025, closing a stake of 293 shares — an estimated $21.6K sold.

LGT Financial Advisors first reported a position in CASH in Q3 2023 and held it in 6 quarters. The position peaked at $21.6K in Q4 2024. 251 funds tracked by Wall St. Rank hold CASH as of Q1 2025.

  • LGT Financial Advisors reported no remaining Pathward Financial position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 293 Pathward Financial shares in Q1 2025, an estimated $21.6K.
  • LGT Financial Advisors first reported a position in Pathward Financial in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Pathward Financial position peaked at $21.6K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.