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Putney Financial Group’s Pathward Financial CASH Stock Holding History

Putney Financial Group’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
Q2 		– Sell
-411,470
Closed -$411K – 297
2025
Q1 		$411K Sell
411,470
-26,467
-6% -$2.02M 0.43% 38
2024
Q4 		$438K Buy
+437,937
New +$33.4M 0.39% 36

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Putney Financial Group's CASH Position: Q2 2025 in Review

Putney Financial Group sold out of Pathward Financial (CASH) in Q2 2025, closing a stake of 411,470 shares — an estimated $411K sold.

Putney Financial Group first reported a position in CASH in Q4 2024 and held it in 2 quarters. The position peaked at $438K in Q4 2024. 272 funds tracked by Wall St. Rank hold CASH as of Q2 2025.

  • Putney Financial Group reported no remaining Pathward Financial position as of Q2 2025 after selling out during the quarter.
  • Putney Financial Group sold 411,470 Pathward Financial shares in Q2 2025, an estimated $411K.
  • Putney Financial Group first reported a position in Pathward Financial in Q4 2024 and held it in 2 quarters.
  • Putney Financial Group's Pathward Financial position peaked at $438K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2025.

Based on Putney Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.