Truist Financial
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Truist Financial’s Pathward Financial CASH Stock Holding History

Truist Financial’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 		$473K Buy
5,431
+594
+12% +$51.4K ﹤0.01% 2238
2026
Q1 		$432K Buy
+4,837
New +$421K ﹤0.01% 2155

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

Truist Financial's CASH Position: Q2 2026 in Review

Truist Financial increased its Pathward Financial (CASH) stake by 12% in Q2 2026, buying an estimated $51.4K and bringing the position to 5,431 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Truist Financial first reported a position in CASH in Q1 2026 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Truist Financial held 5,431 shares of Pathward Financial worth $473K as of Q2 2026.
  • Truist Financial bought 594 Pathward Financial shares in Q2 2026, an estimated $51.4K.
  • Pathward Financial made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2238 holding.
  • Truist Financial first reported a position in Pathward Financial in Q1 2026 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.