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Opal Wealth Advisors’s Pathward Financial CASH Stock Holding History

Opal Wealth 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
2025
Q3 		– Sell
-460
Closed -$36.4K – 252
2025
Q2 		$36.4K Sell
460
-26
-5% -$1.99K 0.01% 429
2025
Q1 		$35.5K Buy
+486
New +$37.1K 0.01% 406
2024
Q3 		– Sell
-450
Closed -$25.5K – 341
2024
Q2 		$25.5K Buy
+450
New +$23.7K 0.01% 452

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
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Opal Wealth Advisors's CASH Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Pathward Financial (CASH) in Q3 2025, closing a stake of 460 shares — an estimated $36.4K sold.

Opal Wealth Advisors first reported a position in CASH in Q2 2024 and held it in 3 quarters. The position peaked at $36.4K in Q2 2025. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Pathward Financial position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 460 Pathward Financial shares in Q3 2025, an estimated $36.4K.
  • Opal Wealth Advisors first reported a position in Pathward Financial in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Pathward Financial position peaked at $36.4K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.