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Salomon & Ludwin’s Pathward Financial CASH Stock Holding History

Salomon & Ludwin’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 		$18.7K Hold
209
– – ﹤0.01% 1199
2026
Q1 		$18.8K Hold
209
– – ﹤0.01% 1134
2025
Q4 		$15.4K Buy
209
+172
+465% +$12.3K ﹤0.01% 1113
2025
Q3 		$2.73K Buy
+37
New +$2.88K ﹤0.01% 1923

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

Salomon & Ludwin's CASH Position: Q2 2026 in Review

Salomon & Ludwin held its Pathward Financial (CASH) position steady in Q2 2026 at 209 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Salomon & Ludwin first reported a position in CASH in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.8K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Salomon & Ludwin held 209 shares of Pathward Financial worth $18.7K as of Q2 2026.
  • Salomon & Ludwin left its Pathward Financial share count unchanged in Q2 2026.
  • Pathward Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1199 holding.
  • Salomon & Ludwin first reported a position in Pathward Financial in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Pathward Financial position peaked at $18.8K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.