Van Hulzen Asset Management’s Pathward Financial CASH Stock Holding History

Van Hulzen Asset 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	$1.11M	Sell	12,744 -2,959	-19%	-$256K	0.08%	163
2026 Q1	$1.4M	Sell	15,703 -3,333	-18%	-$290K	0.1%	129
2025 Q4	$1.35M	Sell	19,036 -1,929	-9%	-$138K	0.1%	132
2025 Q3	$1.55M	Sell	20,965 -664	-3%	-$51.7K	0.12%	123
2025 Q2	$1.71M	Sell	21,629 -2,871	-12%	-$220K	0.14%	115
2025 Q1	$1.79M	Buy	+24,500	New	+$1.87M	0.16%	110

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Van Hulzen Asset Management's CASH Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Pathward Financial (CASH) stake by 19% in Q2 2026, selling an estimated $256K and leaving 12,744 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #163.

Van Hulzen Asset Management first reported a position in CASH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q1 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Van Hulzen Asset Management held 12,744 shares of Pathward Financial worth $1.11M as of Q2 2026.
Van Hulzen Asset Management sold 2,959 Pathward Financial shares in Q2 2026, an estimated $256K.
Pathward Financial made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 2026, its #163 holding.
Van Hulzen Asset Management first reported a position in Pathward Financial in Q1 2025 and has held it in 6 quarters since.
Van Hulzen Asset Management's Pathward Financial position peaked at $1.79M in Q1 2025.
282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.