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MASECO Private Wealth’s Pathward Financial CASH Stock Holding History

MASECO Private Wealth’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 		– Sell
-389
Closed -$27.6K – 410
2025
Q4 		$27.6K Hold
389
– – ﹤0.01% 226
2025
Q3 		$28.8K Hold
389
– – ﹤0.01% 123
2025
Q2 		$30.8K Buy
+389
New +$29.8K ﹤0.01% 214

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
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

MASECO Private Wealth's CASH Position: Q1 2026 in Review

MASECO Private Wealth sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 389 shares — an estimated $27.6K sold.

MASECO Private Wealth first reported a position in CASH in Q2 2025 and held it in 3 quarters. The position peaked at $30.8K in Q2 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • MASECO Private Wealth reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 389 Pathward Financial shares in Q1 2026, an estimated $27.6K.
  • MASECO Private Wealth first reported a position in Pathward Financial in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Pathward Financial position peaked at $30.8K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.