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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
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 $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

Parallel Advisors's CASH Position: Q1 2026 in Review

Parallel Advisors opened a new position in Pathward Financial (CASH) in Q1 2026: 6 shares worth $535. The stake represents ﹤0.01% of the portfolio and ranks #3660 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in CASH as recently as Q4 2024.

Parallel Advisors first reported a position in CASH in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.31K in Q4 2024. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Parallel Advisors held 6 shares of Pathward Financial worth $535 as of Q1 2026.
  • Pathward Financial was a new Parallel Advisors position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #3660 holding.
  • Parallel Advisors first reported a position in Pathward Financial in Q2 2023 and has held it in 4 quarters since.
  • Parallel Advisors's Pathward Financial position peaked at $3.31K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.