Sheets Smith Wealth Management’s Pathward Financial CASH Stock Holding History

Sheets Smith Wealth Management’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 Q3	$582K	Hold	8,180	–	–	0.06%	264
2026 Q2	$712K	Buy	8,180 +161	+2%	+$13.9K	0.07%	254
2026 Q1	$716K	Buy	8,019 +2,752	+52%	+$240K	0.08%	234
2025 Q4	$374K	Buy	5,267 +1,747	+50%	+$125K	0.04%	319
2025 Q3	$261K	Buy	3,520 +30	+0.9%	+$2.34K	0.03%	369
2025 Q2	$276K	Buy	+3,490	New	+$267K	0.03%	355

Other funds holding CASH

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sheets Smith Wealth Management's CASH Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Pathward Financial (CASH) position steady in Q3 2026 at 8,180 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #264.

Sheets Smith Wealth Management first reported a position in CASH in Q2 2025 and has held it in 6 quarters since. The position peaked at $716K in Q1 2026. 21 funds tracked by Wall St. Rank hold CASH as of Q3 2026.

Sheets Smith Wealth Management held 8,180 shares of Pathward Financial worth $582K as of Q3 2026.
Sheets Smith Wealth Management left its Pathward Financial share count unchanged in Q3 2026.
Pathward Financial made up 0.06% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #264 holding.
Sheets Smith Wealth Management first reported a position in Pathward Financial in Q2 2025 and has held it in 6 quarters since.
Sheets Smith Wealth Management's Pathward Financial position peaked at $716K in Q1 2026.
21 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.