Raymond James Financial
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Raymond James Financial’s Pathward Financial CASH Stock Holding History

Raymond James Financial’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 		$4.9M Buy
56,254
+23,918
+74% +$2.07M ﹤0.01% 2751
2026
Q1 		$2.89M Buy
32,336
+25,877
+401% +$2.25M ﹤0.01% 3056
2025
Q4 		$459K Sell
6,459
-711
-10% -$51K ﹤0.01% 4324
2025
Q3 		$531K Buy
7,170
+905
+14% +$70.5K ﹤0.01% 4086
2025
Q2 		$496K Buy
+6,265
New +$479K ﹤0.01% 4009
2025
Q1 		– Sell
-3,789
Closed -$279K – 4832
2024
Q4 		$279K Buy
+3,789
New +$289K ﹤0.01% 4219

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 $3.38T AUM 44.17% 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

Raymond James Financial's CASH Position: Q2 2026 in Review

Raymond James Financial increased its Pathward Financial (CASH) stake by 74% in Q2 2026, buying an estimated $2.07M and bringing the position to 56,254 shares worth $4.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Raymond James Financial first reported a position in CASH in Q4 2024 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Raymond James Financial held 56,254 shares of Pathward Financial worth $4.9M as of Q2 2026.
  • Raymond James Financial bought 23,918 Pathward Financial shares in Q2 2026, an estimated $2.07M.
  • Pathward Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2751 holding.
  • Raymond James Financial first reported a position in Pathward Financial in Q4 2024 and has held it in 6 quarters since.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.