Northwestern Mutual Wealth Management
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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
Q2 		$7.31K Buy
84
+29
+53% +$2.51K ﹤0.01% 3235
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 $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

Northwestern Mutual Wealth Management's CASH Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Pathward Financial (CASH) stake by 53% in Q2 2026, buying an estimated $2.51K and bringing the position to 84 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

Northwestern Mutual Wealth Management first reported a position in CASH in Q1 2022 and has held it in 9 quarters since. The position peaked at $13.2K in Q3 2024. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Northwestern Mutual Wealth Management held 84 shares of Pathward Financial worth $7.31K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 29 Pathward Financial shares in Q2 2026, an estimated $2.51K.
  • Pathward Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3235 holding.
  • Northwestern Mutual Wealth Management first reported a position in Pathward Financial in Q1 2022 and has held it in 9 quarters since.
  • Northwestern Mutual Wealth Management's Pathward Financial position peaked at $13.2K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.