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Twin Peaks Wealth Advisors’s Pathward Financial CASH Stock Holding History

Twin Peaks Wealth 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
Q1 		$2.94K Buy
+33
New +$2.87K ﹤0.01% 1582
2025
Q3 		– Sell
-31
Closed -$2.33K – 472
2025
Q2 		$2.33K Buy
+31
New +$2.37K ﹤0.01% 1581

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Twin Peaks Wealth Advisors's CASH Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Pathward Financial (CASH) in Q1 2026: 33 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #1582 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CASH as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CASH in Q2 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Twin Peaks Wealth Advisors held 33 shares of Pathward Financial worth $2.94K as of Q1 2026.
  • Pathward Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1582 holding.
  • Twin Peaks Wealth Advisors first reported a position in Pathward Financial in Q2 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.