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Tortoise Investment Management’s Pathward Financial CASH Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-2
Closed -$148 – 415
2025
Q3 		$148 Buy
+2
New +$156 ﹤0.01% 1334

Other funds holding CASH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Tortoise Investment Management's CASH Position: Q4 2025 in Review

Tortoise Investment Management sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 2 shares — an estimated $148 sold.

Tortoise Investment Management first reported a position in CASH in Q3 2025 and held it in 1 quarter. The position peaked at $148 in Q3 2025. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Tortoise Investment Management reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Pathward Financial shares in Q4 2025, an estimated $148.
  • Tortoise Investment Management first reported a position in Pathward Financial in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Pathward Financial position peaked at $148 in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.