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Signature Equity Partners’s Pathward Financial CASH Stock Holding History

Signature Equity Partners’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 		$40.2K Sell
462
-21
-4% -$1.82K 0.02% 476
2026
Q1 		$43.1K Sell
483
-2
-0.4% -$174 0.02% 443
2025
Q4 		$34.5K Buy
+485
New +$34.8K 0.02% 499

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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

Signature Equity Partners's CASH Position: Q2 2026 in Review

Signature Equity Partners reduced its Pathward Financial (CASH) stake by 4.3% in Q2 2026, selling an estimated $1.82K and leaving 462 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #476.

Signature Equity Partners first reported a position in CASH in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.1K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Signature Equity Partners held 462 shares of Pathward Financial worth $40.2K as of Q2 2026.
  • Signature Equity Partners sold 21 Pathward Financial shares in Q2 2026, an estimated $1.82K.
  • Pathward Financial made up 0.02% of Signature Equity Partners's portfolio in Q2 2026, its #476 holding.
  • Signature Equity Partners first reported a position in Pathward Financial in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's Pathward Financial position peaked at $43.1K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.