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&Partners’s Pathward Financial CASH Stock Holding History

&Partners’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 		$618K Buy
+6,931
New +$603K ﹤0.01% 1579
2025
Q3 		– Sell
-2,859
Closed -$226K – 2131
2025
Q2 		$226K Buy
+2,859
New +$219K ﹤0.01% 1770

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

&Partners's CASH Position: Q1 2026 in Review

&Partners opened a new position in Pathward Financial (CASH) in Q1 2026: 6,931 shares worth $618K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: &Partners previously reported a position in CASH as recently as Q2 2025.

&Partners first reported a position in CASH in Q2 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • &Partners held 6,931 shares of Pathward Financial worth $618K as of Q1 2026.
  • Pathward Financial was a new &Partners position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1579 holding.
  • &Partners first reported a position in Pathward Financial in Q2 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.