DOSSIER · 13F Holders · Q2 2026Financial Services · National Commercial Banks
CASH

PATHWARD FINANCIAL INC

300 institutions still hold PATHWARD FINANCIAL INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 59100U108·National Commercial Banks·300 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.3B
visible holders
Holders
300
filers reporting
Concentration
20.90%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

300 institutions reported CASH in Q2 2026. BlackRock, Inc. leads at 20.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$270M3.1M0.00%Q2 2026
02
FMR LLC
CIK 0000315066
$157M1.8M0.01%Q2 2026
03
STATE STREET CORP
CIK 0000093751
$125M1.4M0.00%Q2 2026
04
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$111M1.3M0.05%Q2 2026
05
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$93M1.1M0.02%Q2 2026
06
Pure Financial Advisors, LLC
CIK 0001571556
$73M00.93%Q2 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$64M733K0.00%Q2 2026
08
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$63M729K0.00%Q2 2026
09
EARNEST PARTNERS LLC
CIK 0001102578
$50M569K0.18%Q2 2026
10
Vanguard Portfolio Management
CIK 0002100121· Index
$39M443K0.00%Q2 2026
11
NEUMEIER POMA INVESTMENT COUNSEL LLC
CIK 0001044936
$31M352K2.10%Q2 2026
12
Allspring Global Investments Holdings, LLC
CIK 0001890906
$30M339K0.05%Q2 2026
13
Qube Research & Technologies Ltd
CIK 0001729829
$26M297K0.02%Q2 2026
14
JPMORGAN CHASE & CO
CIK 0000019617
$25M285K0.00%Q2 2026
15
BANK OF AMERICA CORP /DE/
CIK 0000070858
$24M280K0.00%Q2 2026
16
Mawer Investment Management Ltd.
CIK 0001538449
$24M272K0.16%Q2 2026
17
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$23M269K0.00%Q2 2026
18
NEW YORK STATE COMMON RETIREMENT FUND
CIK 0000810265
$23M264K0.03%Q2 2026
19
MORGAN STANLEY
CIK 0000895421
$21M246K0.00%Q2 2026
20
COMERICA BANK
CIK 0000901541
$21M296K0.08%Q4 2025
Page 1 of 15
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Insiders at PATHWARD FINANCIAL INC
Sharett Anthony M.Hajek Douglas J.Berde Anjana ThatteDombrowski NadiaWarren Jennifer W.Ingram Charles C.Pharr Brett L.Sigrist Greg