Sequoia Financial Advisors’s Pathward Financial CASH Stock Holding History

Sequoia Financial Advisors’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	$337K	Buy	+3,870	New	+$335K	﹤0.01%	1593
2021 Q3	–	Sell	-6,000	Closed	-$304K	–	285
2021 Q2	$304K	Buy	+6,000	New	+$298K	0.01%	374
2020 Q4	–	Sell	-43,542	Closed	-$837K	–	421
2020 Q3	$837K	Hold	43,542	–	–	0.04%	183
2020 Q2	$791K	Sell	43,542 -506	-1%	-$8.87K	0.05%	177
2020 Q1	$957K	Sell	44,048 -10,594	-19%	-$349K	0.07%	124
2019 Q4	$2M	Hold	54,642	–	–	0.13%	95
2019 Q3	$1.78M	Sell	54,642 -22,877	-30%	-$690K	0.13%	92
2019 Q2	$2.17M	Sell	77,519 -23,823	-24%	-$606K	0.16%	80
2019 Q1	$1.99M	Buy	+101,342	New	+$2.22M	0.16%	80

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sequoia Financial Advisors's CASH Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Pathward Financial (CASH) in Q2 2026: 3,870 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in CASH as recently as Q2 2021.

Sequoia Financial Advisors first reported a position in CASH in Q1 2019 and has held it in 9 quarters since. The position peaked at $2.17M in Q2 2019. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Sequoia Financial Advisors held 3,870 shares of Pathward Financial worth $337K as of Q2 2026.
Pathward Financial was a new Sequoia Financial Advisors position in Q2 2026.
Pathward Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1593 holding.
Sequoia Financial Advisors first reported a position in Pathward Financial in Q1 2019 and has held it in 9 quarters since.
Sequoia Financial Advisors's Pathward Financial position peaked at $2.17M in Q2 2019.
282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.