Pathward Financial, Inc.

Historical 13F Holders

Symbol
CASH
CUSIP
59100U108
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 59100U108 since 12/18/2024, newest first.

Filer % of Class Filed
State Street Corp 13G 6.8% 8/7/2026
Event 6/30/2026
Dimensional Fund Advisors LP 13G 5.0% 4/9/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 6 0% 3/27/2026
Event 3/13/2026
State Street Corp 13G 5.8% 2/9/2026
Event 12/31/2025
Vanguard Group Inc 13G/A Amendment 5 6.8% 1/30/2026
Event 12/31/2025
Dimensional Fund Advisors LP 13G/A Amendment 2 4.9% 7/15/2025
Event 6/30/2025
State Street Corp 13G 6.9% 2/5/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 12 49.6 k $9.22 M
2026 Q2 293 22.8 M $1.93 B
2026 Q1 282 20.7 M $1.93 B
2025 Q4 273 20.2 M $1.57 B
2025 Q3 278 21.3 M $1.74 B
2025 Q2 285 21.1 M $1.81 B
2025 Q1 263 21.6 M $1.63 B
2024 Q4 253 23.4 M $1.74 B
2024 Q3 260 22.9 M $1.60 B
2024 Q2 238 23.4 M $1.38 B
2024 Q1 243 23.6 M $1.25 B
2023 Q4 232 26.8 M $1.47 B
2023 Q3 215 23.5 M $1.13 B
2023 Q2 202 22.7 M $1.09 B
2023 Q1 202 24.0 M $1.03 B
2022 Q4 191 27.3 M $1.11 B
2022 Q3 195 24.7 M $897 M
2022 Q2 201 25.2 M $1.02 B
2022 Q1 211 25.0 M $1.40 B
2021 Q4 210 34.5 M $1.57 B
2021 Q3 204 25.6 M $1.35 B
2021 Q2 193 25.4 M $1.30 B
2021 Q1 171 25.3 M $1.13 B
2020 Q4 166 26.5 M $971 M
2020 Q3 155 24.5 M $469 M
2020 Q2 155 24.6 M $443 M
2020 Q1 159 28.7 M $591 M
2019 Q4 176 28.9 M $1.05 B
2019 Q3 166 35.0 M $937 M
2019 Q2 157 28.7 M $786 M
2019 Q1 155 27.6 M $544 M
2018 Q4 148 25.9 M $502 M
2018 Q3 160 8.45 M $711 M
2018 Q2 164 8.02 M $781 M
2018 Q1 166 8.49 M $849 M
2017 Q4 149 7.65 M $714 M
2017 Q3 147 7.44 M $575 M
2017 Q2 153 6.93 M $614 M
2017 Q1 143 6.89 M $610 M
2016 Q4 152 6.68 M $687 M
2016 Q3 123 6.30 M $382 M
2016 Q2 110 5.93 M $302 M
2016 Q1 86 5.36 M $245 M
2015 Q4 90 5.30 M $314 M
2015 Q3 85 4.90 M $219 M
2015 Q2 78 4.29 M $184 M
2015 Q1 73 4.16 M $165 M
2014 Q4 58 3.20 M $112 M
2014 Q3 64 3.28 M $116 M
2014 Q2 65 3.33 M $133 M
2014 Q1 67 3.23 M $145 M