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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Van Hulzen Asset Management's CASH Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Pathward Financial (CASH) stake by 18% in Q1 2026, selling an estimated $290K and leaving 15,703 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #129.

Van Hulzen Asset Management first reported a position in CASH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q1 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Van Hulzen Asset Management held 15,703 shares of Pathward Financial worth $1.4M as of Q1 2026.
  • Van Hulzen Asset Management sold 3,333 Pathward Financial shares in Q1 2026, an estimated $290K.
  • Pathward Financial made up 0.1% of Van Hulzen Asset Management's portfolio in Q1 2026, its #129 holding.
  • Van Hulzen Asset Management first reported a position in Pathward Financial in Q1 2025 and has held it in 5 quarters since.
  • Van Hulzen Asset Management's Pathward Financial position peaked at $1.79M in Q1 2025.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.