PWPS
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Pinnacle Wealth Planning Services’s Pathward Financial CASH Stock Holding History

Pinnacle Wealth Planning Services’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 		$10.4K Buy
117
+23
+24% +$2K ﹤0.01% 1973
2025
Q4 		$6.67K Buy
+94
New +$6.74K ﹤0.01% 2184
2025
Q1 		– Sell
-55
Closed -$4.05K – 404
2024
Q4 		$4.05K Buy
+55
New +$4.19K ﹤0.01% 389
2021
Q1 		– Sell
-40
Closed -$1K – 608
2020
Q4 		$1K Buy
+40
New +$1.22K ﹤0.01% 2077

Other funds holding CASH

BlackRock
BlackRock New York $5.7T 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