Position in CASH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$73,076,146
+$7,147,576 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#6
of 284 holders
Holding Since
Jun 2022
6 quarters on record
Common Shares in CASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pure Financial Advisors, LLC holds $80,606,777 across 11 Banks - Regional names. CASH ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASH |
Pathward Financial, Inc.
This page
|
0 | $73,076,146 | |
| 2 | MVBF |
Mvb Financial Corp
|
84,824 | $2,460,744 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 4 | MTB |
M&T Bank Corp
|
4,708 | $1,120,551 | |
| 5 | USB |
US Bancorp De
|
12,604 | $761,281 | |
| 6 | NWG |
NatWest Group plc
|
23,593 | $415,944 | |
| 7 | EFSC |
Enterprise Financial Services Corp
|
6,204 | $408,719 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,197 | $353,101 |
All Filings in CASH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,076,146 | 0 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $65,928,570 | 0 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $100,137,131 | 0 | Shares | Sole | 2026-02-04 | |
| 2023-06-30 | $2,987,656 | 0 | Shares | Sole | 2023-07-10 | |
| 2022-09-30 | $49,595,000 | 0 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $12,001,000 | 0 | Shares | Sole | 2022-07-08 | |
| No filing history on record for this holder in this stock. | ||||||