Wealth Enhancement Advisory Services
CASH icon

Wealth Enhancement Advisory Services’s Pathward Financial CASH Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-5,158
Closed -$464K – 4151
2026
Q1 		$464K Sell
5,158
-20,673
-80% -$1.8M ﹤0.01% 2375
2025
Q4 		$1.93M Sell
25,831
-101,877
-80% -$7.3M ﹤0.01% 1532
2025
Q3 		$9.52M Sell
127,708
-81,661
-39% -$6.36M 0.01% 679
2025
Q2 		$17.3M Sell
209,369
-25,636
-11% -$1.96M 0.03% 464
2025
Q1 		$17.1M Buy
235,005
+6,305
+3% +$481K 0.03% 444
2024
Q4 		$16.8M Sell
228,700
-61,309
-21% -$4.67M 0.03% 410
2024
Q3 		$19.1M Sell
290,009
-39,039
-12% -$2.51M 0.04% 363
2024
Q2 		$18.6M Sell
329,048
-23,942
-7% -$1.26M 0.04% 341
2024
Q1 		$17.8M Buy
+352,990
New +$17.9M 0.05% 350

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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

Wealth Enhancement Advisory Services's CASH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Pathward Financial (CASH) in Q2 2026, closing a stake of 5,158 shares — an estimated $464K sold.

Wealth Enhancement Advisory Services first reported a position in CASH in Q1 2024 and held it in 9 quarters. The position peaked at $19.1M in Q3 2024. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Pathward Financial position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,158 Pathward Financial shares in Q2 2026, an estimated $464K.
  • Wealth Enhancement Advisory Services first reported a position in Pathward Financial in Q1 2024 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Pathward Financial position peaked at $19.1M in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.