Lido Advisors
CASH icon

Lido Advisors’s Pathward Financial CASH Stock Holding History

Lido 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
Q3 		– Sell
-165
Closed -$13.1K – 1844
2025
Q2 		$13.1K Buy
+165
New +$12.6K ﹤0.01% 1645
2022
Q2 		– Sell
-6,995
Closed -$384K – 955
2022
Q1 		$384K Buy
6,995
+1,519
+28% +$86.3K ﹤0.01% 709
2021
Q4 		$326K Buy
+5,476
New +$327K ﹤0.01% 774

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
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's CASH Position: Q3 2025 in Review

Lido Advisors sold out of Pathward Financial (CASH) in Q3 2025, closing a stake of 165 shares — an estimated $13.1K sold.

Lido Advisors first reported a position in CASH in Q4 2021 and held it in 3 quarters. The position peaked at $384K in Q1 2022. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • Lido Advisors reported no remaining Pathward Financial position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 165 Pathward Financial shares in Q3 2025, an estimated $13.1K.
  • Lido Advisors first reported a position in Pathward Financial in Q4 2021 and held it in 3 quarters.
  • Lido Advisors's Pathward Financial position peaked at $384K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.