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Procyon Advisors’s Pathward Financial CASH Stock Holding History

Procyon 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 		$364K Buy
4,178
+1,617
+63% +$140K 0.02% 418
2026
Q1 		$229K Buy
+2,561
New +$223K 0.01% 520

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

Procyon Advisors's CASH Position: Q2 2026 in Review

Procyon Advisors increased its Pathward Financial (CASH) stake by 63% in Q2 2026, buying an estimated $140K and bringing the position to 4,178 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #418.

Procyon Advisors first reported a position in CASH in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Procyon Advisors held 4,178 shares of Pathward Financial worth $364K as of Q2 2026.
  • Procyon Advisors bought 1,617 Pathward Financial shares in Q2 2026, an estimated $140K.
  • Pathward Financial made up 0.02% of Procyon Advisors's portfolio in Q2 2026, its #418 holding.
  • Procyon Advisors first reported a position in Pathward Financial in Q1 2026 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.