USAdvisors Wealth Management’s Pathward Financial CASH Stock Holding History

USAdvisors Wealth Management’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 Q3	$514K	Buy	709 +3	+0.4%	+$252	0.15%	88
2026 Q2	$398K	Buy	706 +217	+44%	+$18.8K	0.11%	102
2026 Q1	$262K	Sell	489 -70	-13%	-$6.1K	0.09%	114
2025 Q4	$369K	Sell	559 -99	-15%	-$7.1K	0.12%	93
2025 Q3	$483K	Buy	658 +27	+4%	+$2.1K	0.17%	82
2025 Q2	$466K	Buy	631 +24	+4%	+$1.84K	0.17%	82
2025 Q1	$350K	Buy	607 +164	+37%	+$12.5K	0.12%	94
2024 Q4	$259K	Sell	443 -42	-9%	-$3.2K	0.08%	115
2024 Q3	$275K	Buy	+485	New	+$31.2K	0.1%	105

Other funds holding CASH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

USAdvisors Wealth Management's CASH Position: Q3 2026 in Review

USAdvisors Wealth Management increased its Pathward Financial (CASH) stake by 0.42% in Q3 2026, buying an estimated $252 and bringing the position to 709 shares worth $514K. The position accounts for 0.15% of the portfolio, ranked #88.

USAdvisors Wealth Management first reported a position in CASH in Q3 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold CASH as of Q3 2026.

USAdvisors Wealth Management held 709 shares of Pathward Financial worth $514K as of Q3 2026.
USAdvisors Wealth Management bought 3 Pathward Financial shares in Q3 2026, an estimated $252.
Pathward Financial made up 0.15% of USAdvisors Wealth Management's portfolio in Q3 2026, its #88 holding.
USAdvisors Wealth Management first reported a position in Pathward Financial in Q3 2024 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.