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
2026
Q1 		– Sell
-2,005
Closed -$142K – 874
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 – 543
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

SageView Advisory Group's CASH Position: Q1 2026 in Review

SageView Advisory Group sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 2,005 shares — an estimated $142K sold.

SageView Advisory Group first reported a position in CASH in Q1 2023 and held it in 7 quarters. The position peaked at $451K in Q2 2024. 275 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • SageView Advisory Group reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,005 Pathward Financial shares in Q1 2026, an estimated $142K.
  • SageView Advisory Group first reported a position in Pathward Financial in Q1 2023 and held it in 7 quarters.
  • SageView Advisory Group's Pathward Financial position peaked at $451K in Q2 2024.
  • 275 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.