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Westfuller Advisors’s Pathward Financial CASH Stock Holding History

Westfuller Advisors’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 		$1.84K Hold
21
– – ﹤0.01% 666
2026
Q1 		$1.89K Sell
21
-6
-22% -$522 ﹤0.01% 645
2025
Q4 		$1.94K Hold
27
– – ﹤0.01% 662
2025
Q3 		$2.02K Buy
+27
New +$2.1K ﹤0.01% 650

Other funds holding CASH

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Westfuller Advisors's CASH Position: Q2 2026 in Review

Westfuller Advisors held its Pathward Financial (CASH) position steady in Q2 2026 at 21 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Westfuller Advisors first reported a position in CASH in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.02K in Q3 2025. 64 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Westfuller Advisors held 21 shares of Pathward Financial worth $1.84K as of Q2 2026.
  • Westfuller Advisors left its Pathward Financial share count unchanged in Q2 2026.
  • Pathward Financial made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #666 holding.
  • Westfuller Advisors first reported a position in Pathward Financial in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Pathward Financial position peaked at $2.02K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.