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Parallel Advisors’s Pathward Financial CASH Stock Holding History

Parallel 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 		$3.05K Buy
35
+29
+483% +$2.51K ﹤0.01% 3398
2026
Q1 		$535 Buy
+6
New +$522 ﹤0.01% 3660
2025
Q1 		– Sell
-45
Closed -$3.31K – 3532
2024
Q4 		$3.31K Buy
+45
New +$3.43K ﹤0.01% 2797
2023
Q4 		– Sell
-8
Closed -$369 – 3349
2023
Q3 		$369 Hold
8
– – ﹤0.01% 3157
2023
Q2 		$371 Buy
+8
New +$359 ﹤0.01% 3160

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 $3.37T 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

Parallel Advisors's CASH Position: Q2 2026 in Review

Parallel Advisors increased its Pathward Financial (CASH) stake by 483% in Q2 2026, buying an estimated $2.51K and bringing the position to 35 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

Parallel Advisors first reported a position in CASH in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.31K in Q4 2024. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Parallel Advisors held 35 shares of Pathward Financial worth $3.05K as of Q2 2026.
  • Parallel Advisors bought 29 Pathward Financial shares in Q2 2026, an estimated $2.51K.
  • Pathward Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3398 holding.
  • Parallel Advisors first reported a position in Pathward Financial in Q2 2023 and has held it in 5 quarters since.
  • Parallel Advisors's Pathward Financial position peaked at $3.31K in Q4 2024.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.