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 Q2	$398K	Buy	706 +217	+44%	+$18.8K	0.11%	102
2026 Q1	$262K	Sell	489 -70	-13%	-$6.09K	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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

AAM

Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

USAdvisors Wealth Management's CASH Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Pathward Financial (CASH) stake by 44% in Q2 2026, buying an estimated $18.8K and bringing the position to 706 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #102.

USAdvisors Wealth Management first reported a position in CASH in Q3 2024 and has held it in 8 quarters since. The position peaked at $483K in Q3 2025. 65 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

USAdvisors Wealth Management held 706 shares of Pathward Financial worth $398K as of Q2 2026.
USAdvisors Wealth Management bought 217 Pathward Financial shares in Q2 2026, an estimated $18.8K.
Pathward Financial made up 0.11% of USAdvisors Wealth Management's portfolio in Q2 2026, its #102 holding.
USAdvisors Wealth Management first reported a position in Pathward Financial in Q3 2024 and has held it in 8 quarters since.
USAdvisors Wealth Management's Pathward Financial position peaked at $483K in Q3 2025.
65 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.