Raymond James Financial
CASH icon

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
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 $1.9T AUM 41.92% 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 $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Raymond James Financial's CASH Position: Q1 2026 in Review

Raymond James Financial increased its Pathward Financial (CASH) stake by 401% in Q1 2026, buying an estimated $2.25M and bringing the position to 32,336 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Raymond James Financial first reported a position in CASH in Q4 2024 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Raymond James Financial held 32,336 shares of Pathward Financial worth $2.89M as of Q1 2026.
  • Raymond James Financial bought 25,877 Pathward Financial shares in Q1 2026, an estimated $2.25M.
  • Pathward Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3056 holding.
  • Raymond James Financial first reported a position in Pathward Financial in Q4 2024 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.