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Tidal Investments’s Pathward Financial CASH Stock Holding History

Tidal Investments’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 		$1.01M Buy
11,658
+7,764
+199% +$672K ﹤0.01% 1731
2026
Q1 		$347K Sell
3,894
-1,379
-26% -$120K ﹤0.01% 1996
2025
Q4 		$374K Buy
5,273
+383
+8% +$27.5K ﹤0.01% 1776
2025
Q3 		$362K Sell
4,890
-44
-0.9% -$3.43K ﹤0.01% 1741
2025
Q2 		$390K Buy
+4,934
New +$378K ﹤0.01% 1553
2024
Q4 		– Sell
-10,984
Closed -$725K – 1866
2024
Q3 		$725K Buy
+10,984
New +$706K 0.01% 1189

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Tidal Investments's CASH Position: Q2 2026 in Review

Tidal Investments increased its Pathward Financial (CASH) stake by 199% in Q2 2026, buying an estimated $672K and bringing the position to 11,658 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Tidal Investments first reported a position in CASH in Q3 2024 and has held it in 6 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Tidal Investments held 11,658 shares of Pathward Financial worth $1.01M as of Q2 2026.
  • Tidal Investments bought 7,764 Pathward Financial shares in Q2 2026, an estimated $672K.
  • Pathward Financial made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1731 holding.
  • Tidal Investments first reported a position in Pathward Financial in Q3 2024 and has held it in 6 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.