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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tidal Investments's CASH Position: Q1 2026 in Review

Tidal Investments reduced its Pathward Financial (CASH) stake by 26% in Q1 2026, selling an estimated $120K and leaving 3,894 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Tidal Investments first reported a position in CASH in Q3 2024 and has held it in 5 quarters since. The position peaked at $725K in Q3 2024. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Tidal Investments held 3,894 shares of Pathward Financial worth $347K as of Q1 2026.
  • Tidal Investments sold 1,379 Pathward Financial shares in Q1 2026, an estimated $120K.
  • Pathward Financial made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1996 holding.
  • Tidal Investments first reported a position in Pathward Financial in Q3 2024 and has held it in 5 quarters since.
  • Tidal Investments's Pathward Financial position peaked at $725K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.