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True Wealth Design’s Pathward Financial CASH Stock Holding History

True Wealth Design’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 		– Sell
-14
Closed -$1.25K – 2690
2026
Q1 		$1.25K Hold
14
– – ﹤0.01% 1726
2025
Q4 		$994 Sell
14
-3
-18% -$215 ﹤0.01% 1705
2025
Q3 		$1.26K Hold
17
– – ﹤0.01% 1672
2025
Q2 		$1.35K Hold
17
– – ﹤0.01% 1347
2025
Q1 		$1.24K Buy
+17
New +$1.3K ﹤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

True Wealth Design's CASH Position: Q2 2026 in Review

True Wealth Design sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 14 shares — an estimated $1.25K sold.

True Wealth Design first reported a position in CASH in Q1 2025 and held it in 5 quarters. The position peaked at $1.35K in Q2 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • True Wealth Design reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 14 Pathward Financial shares in Q2 2026, an estimated $1.25K.
  • True Wealth Design first reported a position in Pathward Financial in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Pathward Financial position peaked at $1.35K in Q2 2025.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.