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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
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

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

Sheets Smith Wealth Management's CASH Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Pathward Financial (CASH) stake by 2% in Q2 2026, buying an estimated $13.9K and bringing the position to 8,180 shares worth $712K. The position accounts for 0.07% of the portfolio, ranked #254.

Sheets Smith Wealth Management first reported a position in CASH in Q2 2025 and has held it in 5 quarters since. The position peaked at $716K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Sheets Smith Wealth Management held 8,180 shares of Pathward Financial worth $712K as of Q2 2026.
  • Sheets Smith Wealth Management bought 161 Pathward Financial shares in Q2 2026, an estimated $13.9K.
  • Pathward Financial made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Sheets Smith Wealth Management first reported a position in Pathward Financial in Q2 2025 and has held it in 5 quarters since.
  • Sheets Smith Wealth Management's Pathward Financial position peaked at $716K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.