RWB
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RMR Wealth Builders’s Pathward Financial CASH Stock Holding History

RMR Wealth Builders’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
Q1 		– Sell
-40,406
Closed -$61.1K – 263
2024
Q4 		$61.1K Buy
40,406
+18,947
+88% +$1.44M 0.01% 255
2024
Q3 		$40K Buy
21,459
+8,059
+60% +$518K ﹤0.01% 260
2024
Q2 		$29.2K Buy
+13,400
New +$705K ﹤0.01% 250

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
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
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RMR Wealth Builders's CASH Position: Q1 2025 in Review

RMR Wealth Builders sold out of Pathward Financial (CASH) in Q1 2025, closing a stake of 40,406 shares — an estimated $61.1K sold.

RMR Wealth Builders first reported a position in CASH in Q2 2024 and held it in 3 quarters. The position peaked at $61.1K in Q4 2024. 251 funds tracked by Wall St. Rank hold CASH as of Q1 2025.

  • RMR Wealth Builders reported no remaining Pathward Financial position as of Q1 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 40,406 Pathward Financial shares in Q1 2025, an estimated $61.1K.
  • RMR Wealth Builders first reported a position in Pathward Financial in Q2 2024 and held it in 3 quarters.
  • RMR Wealth Builders's Pathward Financial position peaked at $61.1K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2025.

Based on RMR Wealth Builders's 13F filing for Q1 2025, filed 16 Apr 2025.