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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
Q2 		$28.2K Buy
324
+207
+177% +$17.9K ﹤0.01% 1624
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 – 607
2020
Q4 		$1K Buy
+40
New +$1.22K ﹤0.01% 2077

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

Pinnacle Wealth Planning Services's CASH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pathward Financial (CASH) stake by 177% in Q2 2026, buying an estimated $17.9K and bringing the position to 324 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Pinnacle Wealth Planning Services first reported a position in CASH in Q4 2020 and has held it in 5 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 324 shares of Pathward Financial worth $28.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 207 Pathward Financial shares in Q2 2026, an estimated $17.9K.
  • Pathward Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1624 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pathward Financial in Q4 2020 and has held it in 5 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.