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SBI Securities’s Pathward Financial CASH Stock Holding History

SBI Securities’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
-16
Closed -$1.43K – 4088
2026
Q1 		$1.43K Hold
16
– – ﹤0.01% 2526
2025
Q4 		$1.14K Hold
16
– – ﹤0.01% 2597
2025
Q3 		$1.18K Buy
16
+1
+7% +$78 ﹤0.01% 2628
2025
Q2 		$1.19K Buy
15
+11
+275% +$842 ﹤0.01% 2610
2025
Q1 		$292 Buy
+4
New +$305 ﹤0.01% 3078

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

SBI Securities's CASH Position: Q2 2026 in Review

SBI Securities sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 16 shares — an estimated $1.43K sold.

SBI Securities first reported a position in CASH in Q1 2025 and held it in 5 quarters. The position peaked at $1.43K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • SBI Securities reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • SBI Securities sold 16 Pathward Financial shares in Q2 2026, an estimated $1.43K.
  • SBI Securities first reported a position in Pathward Financial in Q1 2025 and held it in 5 quarters.
  • SBI Securities's Pathward Financial position peaked at $1.43K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.