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NewEdge Advisors’s Pathward Financial CASH Stock Holding History

NewEdge 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 		– Sell
-32
Closed -$2.85K – 4209
2026
Q1 		$2.85K Buy
+32
New +$2.79K ﹤0.01% 3726
2023
Q1 		– Sell
-68
Closed -$2.93K – 3522
2022
Q4 		$2.93K Buy
+68
New +$2.79K ﹤0.01% 2734

Other funds holding CASH

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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

NewEdge Advisors's CASH Position: Q2 2026 in Review

NewEdge Advisors sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 32 shares — an estimated $2.85K sold.

NewEdge Advisors first reported a position in CASH in Q4 2022 and held it in 2 quarters. The position peaked at $2.93K in Q4 2022. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • NewEdge Advisors reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 32 Pathward Financial shares in Q2 2026, an estimated $2.85K.
  • NewEdge Advisors first reported a position in Pathward Financial in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Pathward Financial position peaked at $2.93K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.