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Sunbelt Securities’s Pathward Financial CASH Stock Holding History

Sunbelt Securities’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 		$89 Hold
1
– – ﹤0.01% 2687
2025
Q4 		$71 Sell
1
-3
-75% -$215 ﹤0.01% 2598
2025
Q3 		$296 Buy
+4
New +$312 ﹤0.01% 2354

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Sunbelt Securities's CASH Position: Q1 2026 in Review

Sunbelt Securities held its Pathward Financial (CASH) position steady in Q1 2026 at 1 share worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Sunbelt Securities first reported a position in CASH in Q3 2025 and has held it in 3 quarters since. The position peaked at $296 in Q3 2025. 275 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Sunbelt Securities held 1 share of Pathward Financial worth $89 as of Q1 2026.
  • Sunbelt Securities left its Pathward Financial share count unchanged in Q1 2026.
  • Pathward Financial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2687 holding.
  • Sunbelt Securities first reported a position in Pathward Financial in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Pathward Financial position peaked at $296 in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.