Plante Moran Financial Advisors’s Pathward Financial CASH Stock Holding History

Plante Moran Financial 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 Q2	$174	Buy	+2	New	+$173	﹤0.01%	1486

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

AAM

Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Plante Moran Financial Advisors's CASH Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Pathward Financial (CASH) in Q2 2026: 2 shares worth $174. The stake represents ﹤0.01% of the portfolio and ranks #1486 among its holdings.

111 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Plante Moran Financial Advisors held 2 shares of Pathward Financial worth $174 as of Q2 2026.
Pathward Financial was a new Plante Moran Financial Advisors position in Q2 2026.
Pathward Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1486 holding.
111 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.