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Wealthspire Advisors (New York)’s Pathward Financial CASH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-87
Closed -$6.44K – 1316
2025
Q3 		$6.44K Buy
+87
New +$6.78K ﹤0.01% 2231

Other funds holding CASH

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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 $194B AUM 35% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s CASH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 87 shares — an estimated $6.44K sold.

Wealthspire Advisors (New York) first reported a position in CASH in Q3 2025 and held it in 1 quarter. The position peaked at $6.44K in Q3 2025. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 87 Pathward Financial shares in Q4 2025, an estimated $6.44K.
  • Wealthspire Advisors (New York) first reported a position in Pathward Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Pathward Financial position peaked at $6.44K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.