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Vision Retirement’s Pathward Financial CASH Stock Holding History

Vision Retirement’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 		$21K Buy
+241
New +$20.8K 0.01% 339

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vision Retirement's CASH Position: Q2 2026 in Review

Vision Retirement opened a new position in Pathward Financial (CASH) in Q2 2026: 241 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings.

262 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Vision Retirement held 241 shares of Pathward Financial worth $21K as of Q2 2026.
  • Pathward Financial was a new Vision Retirement position in Q2 2026.
  • Pathward Financial made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #339 holding.
  • 262 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.