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Turning Point Benefit Group’s Pathward Financial CASH Stock Holding History

Turning Point Benefit Group’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 		– Sell
-1
Closed -$71 – 205
2025
Q4 		$71 Hold
1
– – ﹤0.01% 819
2025
Q3 		$73 Buy
+1
New +$78 ﹤0.01% 734

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Turning Point Benefit Group's CASH Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 1 share — an estimated $71 sold.

Turning Point Benefit Group first reported a position in CASH in Q3 2025 and held it in 2 quarters. The position peaked at $73 in Q3 2025. 275 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 1 Pathward Financial share in Q1 2026, an estimated $71.
  • Turning Point Benefit Group first reported a position in Pathward Financial in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Pathward Financial position peaked at $73 in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.