VCM
CASH icon

Versant Capital Management’s Pathward Financial CASH Stock Holding History

Versant Capital 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 		$20.2K Buy
232
+51
+28% +$4.41K ﹤0.01% 1919
2026
Q1 		$16.2K Buy
181
+13
+8% +$1.13K ﹤0.01% 1919
2025
Q4 		$11.9K Sell
168
-89
-35% -$6.38K ﹤0.01% 1920
2025
Q3 		$19K Buy
257
+107
+71% +$8.34K ﹤0.01% 1606
2025
Q2 		$11.9K Hold
150
– – ﹤0.01% 1811
2025
Q1 		$10.9K Hold
150
– – ﹤0.01% 1681
2024
Q4 		$11K Buy
+150
New +$11.4K ﹤0.01% 1345
2022
Q1 		– Sell
-23
Closed -$1K – 1468
2021
Q4 		$1K Hold
23
– – ﹤0.01% 1233
2021
Q3 		$1K Sell
23
-7
-23% -$348 ﹤0.01% 1228
2021
Q2 		$2K Hold
30
– – ﹤0.01% 1102
2021
Q1 		$1K Buy
+30
New +$1.28K ﹤0.01% 1323
2020
Q1 		– Sell
-896
Closed -$32K – 1337
2019
Q4 		$32K Hold
896
– – 0.02% 318
2019
Q3 		$29K Hold
896
– – 0.01% 341
2019
Q2 		$25K Buy
896
+649
+263% +$16.5K 0.01% 391
2019
Q1 		$4K Buy
+247
New +$5.4K ﹤0.01% 1148

Other funds holding CASH

GWMI
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return