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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
Q2 		$611K Buy
7,013
+82
+1% +$7.09K ﹤0.01% 1719
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 $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

&Partners's CASH Position: Q2 2026 in Review

&Partners increased its Pathward Financial (CASH) stake by 1.2% in Q2 2026, buying an estimated $7.09K and bringing the position to 7,013 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

&Partners first reported a position in CASH in Q2 2025 and has held it in 3 quarters since. The position peaked at $618K in Q1 2026. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • &Partners held 7,013 shares of Pathward Financial worth $611K as of Q2 2026.
  • &Partners bought 82 Pathward Financial shares in Q2 2026, an estimated $7.09K.
  • Pathward Financial made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1719 holding.
  • &Partners first reported a position in Pathward Financial in Q2 2025 and has held it in 3 quarters since.
  • &Partners's Pathward Financial position peaked at $618K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.