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Rothschild Investment LLC’s Pathward Financial CASH Stock Holding History

Rothschild Investment LLC’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 		$3.05K Buy
35
+7
+25% +$606 ﹤0.01% 2559
2026
Q1 		$2.5K Buy
28
+5
+22% +$435 ﹤0.01% 2443
2025
Q4 		$1.63K Sell
23
-2
-8% -$143 ﹤0.01% 2469
2025
Q3 		$1.85K Sell
25
-20
-44% -$1.56K ﹤0.01% 2277
2025
Q2 		$3.56K Buy
45
+10
+29% +$765 ﹤0.01% 1680
2025
Q1 		$2.55K Buy
35
+15
+75% +$1.14K ﹤0.01% 1747
2024
Q4 		$1.47K Hold
20
– – ﹤0.01% 1984
2024
Q3 		$1.32K Buy
20
+15
+300% +$965 ﹤0.01% 1967
2024
Q2 		$283 Hold
5
– – ﹤0.01% 2327
2024
Q1 		$252 Buy
+5
New +$254 ﹤0.01% 1644

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 $3.37T AUM 44.26% 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

Rothschild Investment LLC's CASH Position: Q2 2026 in Review

Rothschild Investment LLC increased its Pathward Financial (CASH) stake by 25% in Q2 2026, buying an estimated $606 and bringing the position to 35 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Rothschild Investment LLC first reported a position in CASH in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.56K in Q2 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Rothschild Investment LLC held 35 shares of Pathward Financial worth $3.05K as of Q2 2026.
  • Rothschild Investment LLC bought 7 Pathward Financial shares in Q2 2026, an estimated $606.
  • Pathward Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2559 holding.
  • Rothschild Investment LLC first reported a position in Pathward Financial in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Pathward Financial position peaked at $3.56K in Q2 2025.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.