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United Capital Financial Advisors’s Pathward Financial CASH Stock Holding History

United Capital Financial 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 		$962K Sell
11,053
-725
-6% -$62.7K 0.01% 811
2026
Q1 		$1.05M Buy
11,778
+969
+9% +$84.4K 0.01% 741
2025
Q4 		$767K Sell
10,809
-2
-0% -$143 ﹤0.01% 821
2025
Q3 		$800K Sell
10,811
-1
-0% -$78 0.01% 713
2025
Q2 		$855K Sell
10,812
-1
-0% -$77 0.01% 639
2025
Q1 		$789K Hold
10,813
– – 0.01% 621
2024
Q4 		$796K Sell
10,813
-1
-0% -$76 0.01% 608
2024
Q3 		$714K Sell
10,814
-1,200
-10% -$77.2K 0.01% 626
2024
Q2 		$680K Sell
12,014
-3
-0% -$158 0.01% 630
2024
Q1 		$607K Hold
12,017
– – 0.01% 689
2023
Q4 		$636K Buy
12,017
+17
+0.1% +$835 0.01% 668
2023
Q3 		$553K Sell
12,000
-2,000
-14% -$99.5K ﹤0.01% 622
2023
Q2 		$649K Sell
14,000
-2,000
-13% -$89.8K ﹤0.01% 640
2023
Q1 		$664K Buy
+16,000
New +$754K ﹤0.01% 670
2021
Q4 		– Sell
-16,000
Closed -$840K – 1210
2021
Q3 		$840K Hold
16,000
– – ﹤0.01% 723
2021
Q2 		$810K Buy
+16,000
New +$794K ﹤0.01% 747
2019
Q4 		– Sell
-27,342
Closed -$892K – 1379
2019
Q3 		$892K Buy
+27,342
New +$824K 0.01% 781

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's CASH Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Pathward Financial (CASH) stake by 6.2% in Q2 2026, selling an estimated $62.7K and leaving 11,053 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #811.

United Capital Financial Advisors first reported a position in CASH in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2026. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • United Capital Financial Advisors held 11,053 shares of Pathward Financial worth $962K as of Q2 2026.
  • United Capital Financial Advisors sold 725 Pathward Financial shares in Q2 2026, an estimated $62.7K.
  • Pathward Financial made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #811 holding.
  • United Capital Financial Advisors first reported a position in Pathward Financial in Q3 2019 and has held it in 17 quarters since.
  • United Capital Financial Advisors's Pathward Financial position peaked at $1.05M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.