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Profund Advisors’s Pathward Financial CASH Stock Holding History

Profund 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
2025
Q3 		– Sell
-2,653
Closed -$210K – 1060
2025
Q2 		$210K Buy
+2,653
New +$203K 0.01% 879
2025
Q1 		– Sell
-4,753
Closed -$350K – 1016
2024
Q4 		$350K Buy
+4,753
New +$362K 0.01% 691
2018
Q3 		– Sell
-6,318
Closed -$205K – 1558
2018
Q2 		$205K Buy
+6,318
New +$229K 0.01% 1397

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Profund Advisors's CASH Position: Q3 2025 in Review

Profund Advisors sold out of Pathward Financial (CASH) in Q3 2025, closing a stake of 2,653 shares — an estimated $210K sold.

Profund Advisors first reported a position in CASH in Q2 2018 and held it in 3 quarters. The position peaked at $350K in Q4 2024. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • Profund Advisors reported no remaining Pathward Financial position as of Q3 2025 after selling out during the quarter.
  • Profund Advisors sold 2,653 Pathward Financial shares in Q3 2025, an estimated $210K.
  • Profund Advisors first reported a position in Pathward Financial in Q2 2018 and held it in 3 quarters.
  • Profund Advisors's Pathward Financial position peaked at $350K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on Profund Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.