SVB Wealth’s Pathward Financial CASH Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-70	Closed	-$5.11K	–	710
2025 Q1	$5.11K	Buy	+70	New	+$5.34K	﹤0.01%	1023

Other funds holding CASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SVB Wealth's CASH Position: Q2 2025 in Review

SVB Wealth sold out of Pathward Financial (CASH) in Q2 2025, closing a stake of 70 shares — an estimated $5.11K sold.

SVB Wealth first reported a position in CASH in Q1 2025 and held it in 1 quarter. The position peaked at $5.11K in Q1 2025. 272 funds tracked by Wall St. Rank hold CASH as of Q2 2025.

SVB Wealth reported no remaining Pathward Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 70 Pathward Financial shares in Q2 2025, an estimated $5.11K.
SVB Wealth first reported a position in Pathward Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Pathward Financial position peaked at $5.11K in Q1 2025.
272 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.