PATHWARD FINANCIAL, INC. (CASH) — Institutional Holders, Q2 2026 (page 3)
289 institutional investment managers reported a CASH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 289. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CASH 13F holders ranked 201–289 of 289
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Swiss Life Asset Management Ltd#201 · 3,114 sh | 3,114 | $271.1K | <0.01% | +4.2% |
| 202 | CANADA PENSION PLAN INVESTMENT BOARD#202 · 3,100 sh | 3,100 | $269.9K | <0.01% | 0.0% |
| 203 | ProShare Advisors#203 · 3,072 sh | 3,072 | $267.4K | <0.01% | -10.6% |
| 204 | Maryland State Retirement & Pension System#204 · 3,069 sh | 3,069 | $267.2K | <0.01% | -3.2% |
| 205 | Axxion S.A.#205 · 2,971 sh | 2,971 | $258.7K | — | — |
| 206 | denkapparat Operations GmbH#206 · 2,962 sh | 2,962 | $257.9K | 0.08% | 0.0% |
| 207 | HANCOCK WHITNEY#207 · 2,953 sh | 2,953 | $257.1K | <0.01% | New |
| 208 | Clear Harbor Asset Management#208 · 2,915 sh | 2,915 | $253.8K | 0.02% | 0.0% |
| 209 | TWO SIGMA SECURITIES#209 · 2,902 sh | 2,902 | $252.6K | 0.02% | New |
| 210 | Neuberger Berman Group#210 · 2,806 sh | 2,806 | $244.3K | <0.01% | +7.6% |
| 211 | Corient Private Wealth#211 · 2,441 sh | 2,441 | $212.5K | <0.01% | -0.2% |
| 212 | PROFUND ADVISORS#212 · 2,426 sh | 2,426 | $211.2K | <0.01% | New |
| 213 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#213 · 2,418 sh | 2,418 | $210.5K | — | -2.9% |
| 214 | WEDBUSH SECURITIES#214 · 2,366 sh | 2,366 | $206.0K | — | -0.5% |
| 215 | NISA INVESTMENT ADVISORS#215 · 2,300 sh | 2,300 | $200.4K | — | -1.4% |
| 216 | PNC FINANCIAL SERVICES GROUP#216 · 2,258 sh | 2,258 | $196.6K | <0.01% | -2.3% |
| 217 | Ameritas Investment Partners#217 · 1,959 sh | 1,959 | $170.6K | <0.01% | +6.2% |
| 218 | Nykredit A/S#218 · 1,872 sh | 1,872 | $163.0K | <0.01% | — |
| 219 | South Dakota Investment Council#219 · 1,802 sh | 1,802 | $157.0K | <0.01% | 0.0% |
| 220 | Tower Research Capital (TRC)#220 · 1,554 sh | 1,554 | $135.3K | <0.01% | -12.6% |
| 221 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#221 · 1,404 sh | 1,404 | $122.2K | 0.05% | New |
| 222 | BROWN BROTHERS HARRIMAN#222 · 1,372 sh | 1,372 | $119.4K | <0.01% | 0.0% |
| 223 | Hilltop National Bank#223 · 1,247 sh | 1,247 | $108.6K | — | 0.0% |
| 224 | Rockefeller Capital Management L.P.#224 · 1,179 sh | 1,179 | $102.6K | <0.01% | +4.8% |
| 225 | Federation des caisses Desjardins du Quebec#225 · 1,168 sh | 1,168 | $101.7K | <0.01% | +233.7% |
| 226 | City State Bank#226 · 1,168 sh | 1,168 | $101.7K | — | -20.4% |
| 227 | Transamerica Financial Advisors#227 · 1,088 sh | 1,088 | $94.8K | <0.01% | +18.9% |
| 228 | New Age Alpha Advisors#228 · 1,020 sh | 1,020 | $88.8K | <0.01% | -3.9% |
| 229 | Ensign Peak Advisors#229 · 1,018 sh | 1,018 | $88.6K | <0.01% | 0.0% |
| 230 | KBC Group NV#230 · 984 sh | 984 | $86.0K | — | 0.0% |
| 231 | FIRST COMMUNITY NA#231 · 900 sh | 900 | $78.4K | — | 0.0% |
| 232 | HARBOUR INVESTMENTS#232 · 600 sh | 600 | $52.2K | <0.01% | 0.0% |
| 233 | BESSEMER GROUP#233 · 596 sh | 596 | $52.0K | <0.01% | -81.9% |
| 234 | Signature Equity Partners#234 · 462 sh | 462 | $40.2K | 0.02% | -4.3% |
| 235 | BNP Paribas Asset Management Holding S.A.#235 · 400 sh | 400 | $34.8K | 0.00% | -84.2% |
| 236 | HANTZ FINANCIAL SERVICES#236 · 379 sh | 379 | $33.0K | <0.01% | +6.2% |
| 237 | Smartleaf Asset Management#237 · 334 sh | 334 | $28.9K | <0.01% | 0.0% |
| 238 | Pinnacle Wealth Planning Services#238 · 324 sh | 324 | $28.2K | <0.01% | +176.9% |
| 239 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#239 · 263 sh | 263 | $22.9K | <0.01% | +8.2% |
| 240 | Vision Retirement#240 · 241 sh | 241 | $21.0K | <0.01% | New |
| 241 | Versant Capital Management#241 · 232 sh | 232 | $20.2K | — | +28.2% |
| 242 | Salomon & Ludwin#242 · 209 sh | 209 | $18.7K | <0.01% | 0.0% |
| 243 | Larson Financial Group#243 · 185 sh | 185 | $16.1K | <0.01% | +3.4% |
| 244 | Sterling Capital Management#244 · 177 sh | 177 | $15.4K | — | +23.8% |
| 245 | EverSource Wealth Advisors#245 · 153 sh | 153 | $13.3K | <0.01% | -96.4% |
| 246 | Optiver Holding B.V.#246 · 149 sh | 149 | $13.0K | 0.00% | +351.5% |
| 247 | Kemnay Advisory Services#247 · 143 sh | 143 | $12.4K | <0.01% | New |
| 248 | Global Retirement Partners#248 · 142 sh | 142 | $12.4K | <0.01% | — |
| 249 | UMB Bank, n.a.#249 · 139 sh | 139 | $12.1K | <0.01% | +1.5% |
| 250 | Ronald Blue#250 · 130 sh | 130 | $11.3K | — | +113.1% |
| 251 | MassMutual Private Wealth & , FSB#251 · 124 sh | 124 | $10.8K | — | 0.0% |
| 252 | Farther Finance Advisors#252 · 120 sh | 120 | $10.4K | — | +380.0% |
| 253 | SRS Capital Advisors#253 · 111 sh | 111 | $9.7K | <0.01% | New |
| 254 | Integrated Wealth Concepts#254 · 109 sh | 109 | $9.5K | 0.00% | New |
| 255 | Ancora Advisors#255 · 104 sh | 104 | $9.1K | <0.01% | 0.0% |
| 256 | Hilton Head Capital Partners#256 · 94 sh | 94 | $8.2K | — | 0.0% |
| 257 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#257 · 84 sh | 84 | $7.3K | 0.00% | +52.7% |
| 258 | COMPASS FINANCIAL MANAGEMENT#258 · 78 sh | 78 | $7.0K | <0.01% | — |
| 259 | Parkside Financial Bank#259 · 80 sh | 80 | $7.0K | <0.01% | +100.0% |
| 260 | SIMPLEX TRADING#260 · 71 sh | 71 | $6.2K | 0.00% | New |
| 261 | IFP Advisors#261 · 63 sh | 63 | $5.5K | — | -55.6% |
| 262 | ASSETMARK#262 · 61 sh | 61 | $5.3K | — | 0.0% |
| 263 | Bell Investment Advisors#263 · 60 sh | 60 | $5.2K | <0.01% | 0.0% |
| 264 | Fortitude Family Office#264 · 49 sh | 49 | $4.3K | — | 0.0% |
| 265 | Quarry#265 · 42 sh | 42 | $3.7K | <0.01% | 0.0% |
| 266 | PICTON MAHONEY ASSET MANAGEMENT#266 · 38 sh | 38 | $3.3K | 0.00% | New |
| 267 | LRI Investments#267 · 38 sh | 38 | $3.3K | <0.01% | -2.6% |
| 268 | Parallel Advisors#268 · 35 sh | 35 | $3.0K | 0.00% | +483.3% |
| 269 | ROTHSCHILD INVESTMENT#269 · 35 sh | 35 | $3.0K | <0.01% | +25.0% |
| 270 | Colonial / SC#270 · 35 sh | 35 | $3.0K | <0.01% | +2.9% |
| 271 | Bogart Wealth#271 · 27 sh | 27 | $2.4K | <0.01% | 0.0% |
| 272 | Westfuller Advisors#272 · 21 sh | 21 | $1.8K | <0.01% | 0.0% |
| 273 | BELLEVUE ASSET MANAGEMENT#273 · 20 sh | 20 | $1.7K | <0.01% | New |
| 274 | CULLEN/FROST BANKERS#274 · 18 sh | 18 | $1.6K | 0.00% | 0.0% |
| 275 | Allworth Financial#275 · 17 sh | 17 | $1.5K | 0.00% | -5.6% |
| 276 | Covestor Ltd#276 · 9 sh | 9 | $1.0K | <0.01% | -10.0% |
| 277 | Advisors Asset Management#277 · 11 sh | 11 | $958.00 | 0.00% | 0.0% |
| 278 | Buck Wealth Strategies#278 · 11 sh | 11 | $958.00 | <0.01% | New |
| 279 | Silver Grove Financial Group#279 · 9 sh | 9 | $784.00 | <0.01% | New |
| 280 | Clearstead Advisors#280 · 7 sh | 7 | $610.00 | 0.00% | New |
| 281 | Cedar Mountain Advisors#281 · 4 sh | 4 | $348.00 | — | -63.6% |
| 282 | Plante Moran Financial Advisors#282 · 2 sh | 2 | $174.00 | 0.00% | New |
| 283 | Caitong International Asset Management , Ltd#283 · 2 sh | 2 | $174.00 | 0.00% | -33.3% |
| 284 | Hughes Financial Services#284 · 2 sh | 2 | $174.00 | 0.00% | New |
| 285 | Keating Financial Advisory Services#285 · 2 sh | 2 | $174.00 | 0.00% | -88.9% |
| 286 | Davis Capital Management#286 · 1 sh | 1 | $87.00 | — | New |
| 287 | HUNTINGTON NATIONAL BANK#287 · 1 sh | 1 | $87.00 | 0.00% | 0.0% |
| 288 | Evolution Advisers#288 · 5 sh | 5 | $0.00 | 0.00% | New |
| 289 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#289 · 24,775 sh | 24,775 | — | — | -13.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.