MML Investors Services
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MML Investors Services’s Pathward Financial CASH Stock Holding History

MML Investors Services’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 		$1.35M Buy
15,540
+4,009
+35% +$347K ﹤0.01% 1813
2026
Q1 		$1.03M Buy
11,531
+237
+2% +$20.6K ﹤0.01% 1763
2025
Q4 		$802K Sell
11,294
-1,008
-8% -$72.3K ﹤0.01% 1947
2025
Q3 		$910K Buy
12,302
+5,764
+88% +$449K ﹤0.01% 1792
2025
Q2 		$517K Buy
6,538
+1,745
+36% +$134K ﹤0.01% 2074
2025
Q1 		$350K Buy
+4,793
New +$366K ﹤0.01% 2227

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 $3.38T AUM 44.17% 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

MML Investors Services's CASH Position: Q2 2026 in Review

MML Investors Services increased its Pathward Financial (CASH) stake by 35% in Q2 2026, buying an estimated $347K and bringing the position to 15,540 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

MML Investors Services first reported a position in CASH in Q1 2025 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • MML Investors Services held 15,540 shares of Pathward Financial worth $1.35M as of Q2 2026.
  • MML Investors Services bought 4,009 Pathward Financial shares in Q2 2026, an estimated $347K.
  • Pathward Financial made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1813 holding.
  • MML Investors Services first reported a position in Pathward Financial in Q1 2025 and has held it in 6 quarters since.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.