SAG
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SageView Advisory Group’s Pathward Financial CASH Stock Holding History

SageView Advisory Group’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
Q4 		$142K Buy
+2,005
New +$144K ﹤0.01% 705
2024
Q4 		– Sell
-4,134
Closed -$273K – 593
2024
Q3 		$273K Sell
4,134
-3,835
-48% -$247K 0.01% 424
2024
Q2 		$451K Buy
+7,969
New +$419K 0.02% 355
2024
Q1 		– Sell
-7,965
Closed -$430K – 546
2023
Q4 		$430K Buy
7,965
+9
+0.1% +$442 0.02% 424
2023
Q3 		$367K Buy
7,956
+4
+0.1% +$199 0.02% 379
2023
Q2 		$369K Buy
7,952
+5
+0.1% +$224 0.02% 406
2023
Q1 		$330K Buy
+7,947
New +$374K 0.02% 371

Other funds holding CASH

BlackRock
BlackRock New York $5.7T 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return