SignatureFD’s Pathward Financial CASH Stock Holding History

SignatureFD’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 Q1	–	Sell	-50	Closed	-$3.55K	–	3492
2025 Q4	$3.55K	Buy	+50	New	+$3.58K	﹤0.01%	2813

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SignatureFD's CASH Position: Q1 2026 in Review

SignatureFD sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 50 shares — an estimated $3.55K sold.

SignatureFD first reported a position in CASH in Q4 2025 and held it in 1 quarter. The position peaked at $3.55K in Q4 2025. 275 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

SignatureFD reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
SignatureFD sold 50 Pathward Financial shares in Q1 2026, an estimated $3.55K.
SignatureFD first reported a position in Pathward Financial in Q4 2025 and held it in 1 quarter.
SignatureFD's Pathward Financial position peaked at $3.55K in Q4 2025.
275 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.