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Matthew Goff Investment Advisor’s Pathward Financial CASH Stock Holding History

Matthew Goff Investment Advisor’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
-278
Closed -$205K – 98
2025
Q2 		$205K Buy
+278
New +$21.3K 0.04% 94

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

Matthew Goff Investment Advisor's CASH Position: Q3 2025 in Review

Matthew Goff Investment Advisor sold out of Pathward Financial (CASH) in Q3 2025, closing a stake of 278 shares — an estimated $205K sold.

Matthew Goff Investment Advisor first reported a position in CASH in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • Matthew Goff Investment Advisor reported no remaining Pathward Financial position as of Q3 2025 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 278 Pathward Financial shares in Q3 2025, an estimated $205K.
  • Matthew Goff Investment Advisor first reported a position in Pathward Financial in Q2 2025 and held it in 1 quarter.
  • Matthew Goff Investment Advisor's Pathward Financial position peaked at $205K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2025, filed 15 Oct 2025.