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

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return