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TD Private Client Wealth’s Pathward Financial CASH Stock Holding History

TD Private Client 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
-48
Closed -$3.5K – 1427
2025
Q1 		$3.5K Buy
+48
New +$3.66K ﹤0.01% 1127

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Private Client Wealth's CASH Position: Q2 2025 in Review

TD Private Client Wealth sold out of Pathward Financial (CASH) in Q2 2025, closing a stake of 48 shares — an estimated $3.5K sold.

TD Private Client Wealth first reported a position in CASH in Q1 2025 and held it in 1 quarter. The position peaked at $3.5K in Q1 2025. 272 funds tracked by Wall St. Rank hold CASH as of Q2 2025.

  • TD Private Client Wealth reported no remaining Pathward Financial position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 48 Pathward Financial shares in Q2 2025, an estimated $3.5K.
  • TD Private Client Wealth first reported a position in Pathward Financial in Q1 2025 and held it in 1 quarter.
  • TD Private Client Wealth's Pathward Financial position peaked at $3.5K in Q1 2025.
  • 272 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.