Mercer Global Advisors
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Mercer Global Advisors’s Pathward Financial CASH Stock Holding History

Mercer Global 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
2026
Q2 		$1.45M Buy
16,710
+1,360
+9% +$118K ﹤0.01% 1522
2026
Q1 		$1.37M Buy
15,350
+3,840
+33% +$334K ﹤0.01% 1395
2025
Q4 		$7.01M Sell
11,510
-1,475
-11% -$106K 0.01% 601
2025
Q3 		$961K Buy
12,985
+648
+5% +$50.5K ﹤0.01% 1406
2025
Q2 		$976K Sell
12,337
-2,165
-15% -$166K ﹤0.01% 1237
2025
Q1 		$1.06M Sell
14,502
-6,262
-30% -$478K ﹤0.01% 1118
2024
Q4 		$1.53M Buy
20,764
+5,681
+38% +$433K ﹤0.01% 915
2024
Q3 		$973K Buy
15,083
+27
+0.2% +$1.74K ﹤0.01% 1027
2024
Q2 		$852K Sell
15,056
-36
-0.2% -$1.89K ﹤0.01% 1037
2024
Q1 		$762K Buy
15,092
+5,912
+64% +$300K ﹤0.01% 1076
2023
Q4 		$486K Sell
9,180
-7,398
-45% -$364K ﹤0.01% 1341
2023
Q3 		$764K Buy
16,578
+2
+0% +$100 ﹤0.01% 1053
2023
Q2 		$768K Buy
16,576
+2
+0% +$90 ﹤0.01% 1046
2023
Q1 		$688K Buy
16,574
+2,802
+20% +$132K ﹤0.01% 1059
2022
Q4 		$593K Sell
13,772
-998
-7% -$40.9K ﹤0.01% 1128
2022
Q3 		$487K Buy
14,770
+111
+0.8% +$3.99K ﹤0.01% 1150
2022
Q2 		$567K Sell
14,659
-583
-4% -$24.8K ﹤0.01% 1080
2022
Q1 		$837K Sell
15,242
-98
-0.6% -$5.57K ﹤0.01% 969
2021
Q4 		$915K Sell
15,340
-415
-3% -$24.8K 0.01% 928
2021
Q3 		$827K Buy
15,755
+2
+0% +$100 0.01% 950
2021
Q2 		$798K Sell
15,753
-201
-1% -$9.98K 0.01% 939
2021
Q1 		$723K Buy
15,954
+702
+5% +$30K 0.01% 917
2020
Q4 		$558K Sell
15,252
-1,995
-12% -$60.8K 0.01% 820
2020
Q3 		$331K Buy
17,247
+7
+0% +$132 0.01% 920
2020
Q2 		$313K Buy
17,240
+7
+0% +$123 0.01% 837
2020
Q1 		$374K Buy
17,233
+3,354
+24% +$111K 0.01% 746
2019
Q4 		$507K Sell
13,879
-1,996
-13% -$67.9K 0.01% 727
2019
Q3 		$517K Buy
15,875
+2,512
+19% +$75.7K 0.01% 684
2019
Q2 		$375K Buy
+13,363
New +$340K 0.01% 790

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

Mercer Global Advisors's CASH Position: Q2 2026 in Review

Mercer Global Advisors increased its Pathward Financial (CASH) stake by 8.9% in Q2 2026, buying an estimated $118K and bringing the position to 16,710 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Mercer Global Advisors first reported a position in CASH in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.01M in Q4 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Mercer Global Advisors held 16,710 shares of Pathward Financial worth $1.45M as of Q2 2026.
  • Mercer Global Advisors bought 1,360 Pathward Financial shares in Q2 2026, an estimated $118K.
  • Pathward Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1522 holding.
  • Mercer Global Advisors first reported a position in Pathward Financial in Q2 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Pathward Financial position peaked at $7.01M in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.