Northwestern Mutual Wealth Management
CASH icon

Northwestern Mutual Wealth Management’s Pathward Financial CASH Stock Holding History

Northwestern Mutual Wealth Management’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 		$4.91K Sell
55
-70
-56% -$6.09K ﹤0.01% 3319
2025
Q4 		$8.88K Hold
125
– – ﹤0.01% 3032
2025
Q3 		$9.25K Buy
125
+107
+594% +$8.34K ﹤0.01% 2933
2025
Q2 		$1.42K Buy
+18
New +$1.38K ﹤0.01% 3335
2024
Q4 		– Sell
-200
Closed -$13.2K – 3648
2024
Q3 		$13.2K Buy
+200
New +$12.9K ﹤0.01% 2595
2024
Q2 		– Sell
-70
Closed -$3.53K – 3530
2024
Q1 		$3.53K Hold
70
– – ﹤0.01% 2937
2023
Q4 		$3.71K Buy
+70
New +$3.44K ﹤0.01% 2946
2022
Q2 		– Sell
-116
Closed -$6K – 3196
2022
Q1 		$6K Buy
+116
New +$6.59K ﹤0.01% 2672

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

Northwestern Mutual Wealth Management's CASH Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Pathward Financial (CASH) stake by 56% in Q1 2026, selling an estimated $6.09K and leaving 55 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

Northwestern Mutual Wealth Management first reported a position in CASH in Q1 2022 and has held it in 8 quarters since. The position peaked at $13.2K in Q3 2024. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Northwestern Mutual Wealth Management held 55 shares of Pathward Financial worth $4.91K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 70 Pathward Financial shares in Q1 2026, an estimated $6.09K.
  • Pathward Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3319 holding.
  • Northwestern Mutual Wealth Management first reported a position in Pathward Financial in Q1 2022 and has held it in 8 quarters since.
  • Northwestern Mutual Wealth Management's Pathward Financial position peaked at $13.2K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.