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Sound Income Strategies’s Pathward Financial CASH Stock Holding History

Sound Income Strategies’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 		– Sell
-48
Closed -$4.33K – 768
2026
Q1 		$4.33K Hold
48
– – ﹤0.01% 1891
2025
Q4 		$3.61K Buy
+48
New +$3.44K ﹤0.01% 1945

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Sound Income Strategies's CASH Position: Q2 2026 in Review

Sound Income Strategies sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 48 shares — an estimated $4.33K sold.

Sound Income Strategies first reported a position in CASH in Q4 2025 and held it in 2 quarters. The position peaked at $4.33K in Q1 2026. 204 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Sound Income Strategies reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 48 Pathward Financial shares in Q2 2026, an estimated $4.33K.
  • Sound Income Strategies first reported a position in Pathward Financial in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Pathward Financial position peaked at $4.33K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.