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Root Financial Partners’s Pathward Financial CASH Stock Holding History

Root Financial Partners’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 		$5.89K Buy
+66
New +$5.75K ﹤0.01% 1889

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BlackRock
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Root Financial Partners's CASH Position: Q1 2026 in Review

Root Financial Partners opened a new position in Pathward Financial (CASH) in Q1 2026: 66 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #1889 among its holdings.

274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Root Financial Partners held 66 shares of Pathward Financial worth $5.89K as of Q1 2026.
  • Pathward Financial was a new Root Financial Partners position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1889 holding.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.