Profund Advisors
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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
2026
Q3 		– Sell
-2,426
Closed -$211K – 1122
2026
Q2 		$211K Buy
+2,426
New +$210K 0.01% 1050
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Austin Asset Management
Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

Profund Advisors's CASH Position: Q3 2026 in Review

Profund Advisors sold out of Pathward Financial (CASH) in Q3 2026, closing a stake of 2,426 shares — an estimated $211K sold.

Profund Advisors first reported a position in CASH in Q2 2018 and held it in 4 quarters. The position peaked at $350K in Q4 2024. 94 funds tracked by Wall St. Rank hold CASH as of Q3 2026.

  • Profund Advisors reported no remaining Pathward Financial position as of Q3 2026 after selling out during the quarter.
  • Profund Advisors sold 2,426 Pathward Financial shares in Q3 2026, an estimated $211K.
  • Profund Advisors first reported a position in Pathward Financial in Q2 2018 and held it in 4 quarters.
  • Profund Advisors's Pathward Financial position peaked at $350K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2026.

Based on Profund Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.