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Transamerica Financial Advisors’s Pathward Financial CASH Stock Holding History

Transamerica Financial Advisors’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 		$94.8K Buy
1,088
+173
+19% +$15K 0.01% 596
2026
Q1 		$81.7K Buy
915
+593
+184% +$51.6K 0.01% 568
2025
Q4 		$22.9K Buy
322
+270
+519% +$19.4K ﹤0.01% 689
2025
Q3 		$3.78K Buy
+52
New +$4.05K ﹤0.01% 923

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

Transamerica Financial Advisors's CASH Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Pathward Financial (CASH) stake by 19% in Q2 2026, buying an estimated $15K and bringing the position to 1,088 shares worth $94.8K. The position accounts for 0.01% of the portfolio, ranked #596.

Transamerica Financial Advisors first reported a position in CASH in Q3 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Transamerica Financial Advisors held 1,088 shares of Pathward Financial worth $94.8K as of Q2 2026.
  • Transamerica Financial Advisors bought 173 Pathward Financial shares in Q2 2026, an estimated $15K.
  • Pathward Financial made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #596 holding.
  • Transamerica Financial Advisors first reported a position in Pathward Financial in Q3 2025 and has held it in 4 quarters since.
  • 281 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.