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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
Q2 		– Sell
-33
Closed -$2.94K – 539
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 $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

Twin Peaks Wealth Advisors's CASH Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 33 shares — an estimated $2.94K sold.

Twin Peaks Wealth Advisors first reported a position in CASH in Q2 2025 and held it in 2 quarters. The position peaked at $2.94K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 33 Pathward Financial shares in Q2 2026, an estimated $2.94K.
  • Twin Peaks Wealth Advisors first reported a position in Pathward Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Pathward Financial position peaked at $2.94K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.