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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
Q2 		– Sell
-66
Closed -$5.89K – 861
2026
Q1 		$5.89K Buy
+66
New +$5.75K ﹤0.01% 1889

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Vanguard Capital Management
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Root Financial Partners's CASH Position: Q2 2026 in Review

Root Financial Partners sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 66 shares — an estimated $5.89K sold.

Root Financial Partners first reported a position in CASH in Q1 2026 and held it in 1 quarter. The position peaked at $5.89K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Root Financial Partners reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 66 Pathward Financial shares in Q2 2026, an estimated $5.89K.
  • Root Financial Partners first reported a position in Pathward Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Pathward Financial position peaked at $5.89K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.