Smartleaf Asset Management’s Pathward Financial CASH Stock Holding History

Smartleaf Asset 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	$28.9K	Hold	334	–	–	﹤0.01%	1816
2026 Q1	$29.3K	Sell	334 -296	-47%	-$25.8K	﹤0.01%	1757
2025 Q4	$45.4K	Buy	630 +118	+23%	+$8.46K	﹤0.01%	1606
2025 Q3	$38.3K	Buy	512 +56	+12%	+$4.36K	﹤0.01%	1527
2025 Q2	$36.6K	Sell	456 -64	-12%	-$4.9K	﹤0.01%	1294
2025 Q1	$37.8K	Sell	520 -31	-6%	-$2.37K	﹤0.01%	1293
2024 Q4	$40.9K	Buy	551 +414	+302%	+$31.5K	﹤0.01%	1266
2024 Q3	$8.93K	Buy	137 +29	+27%	+$1.86K	﹤0.01%	1825
2024 Q2	$6.05K	Buy	+108	New	+$5.68K	﹤0.01%	1707

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Smartleaf Asset Management's CASH Position: Q2 2026 in Review

Smartleaf Asset Management held its Pathward Financial (CASH) position steady in Q2 2026 at 334 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Smartleaf Asset Management first reported a position in CASH in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.4K in Q4 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Smartleaf Asset Management held 334 shares of Pathward Financial worth $28.9K as of Q2 2026.
Smartleaf Asset Management left its Pathward Financial share count unchanged in Q2 2026.
Pathward Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1816 holding.
Smartleaf Asset Management first reported a position in Pathward Financial in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Pathward Financial position peaked at $45.4K in Q4 2025.
282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.