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Amalgamated Bank’s Pathward Financial CASH Stock Holding History

Amalgamated Bank’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 		$495K Sell
5,684
-616
-10% -$53.3K ﹤0.01% 1373
2026
Q1 		$562K Sell
6,300
-341
-5% -$29.7K ﹤0.01% 1279
2025
Q4 		$472K Buy
6,641
+42
+0.6% +$3.01K ﹤0.01% 1338
2025
Q3 		$488K Sell
6,599
-158
-2% -$12.3K ﹤0.01% 1323
2025
Q2 		$535K Sell
6,757
-89
-1% -$6.81K ﹤0.01% 1251
2025
Q1 		$499K Sell
6,846
-406
-6% -$31K ﹤0.01% 1253
2024
Q4 		$534K Sell
7,252
-199
-3% -$15.2K ﹤0.01% 1271
2024
Q3 		$492K Sell
7,451
-299
-4% -$19.2K ﹤0.01% 1306
2024
Q2 		$438K Sell
7,750
-81
-1% -$4.26K ﹤0.01% 1348
2024
Q1 		$395K Sell
7,831
-2,293
-23% -$116K ﹤0.01% 1400
2023
Q4 		$536K Sell
10,124
-682
-6% -$33.5K ﹤0.01% 1413
2023
Q3 		$498K Sell
10,806
-549
-5% -$27.3K ﹤0.01% 1412
2023
Q2 		$526K Sell
11,355
-593
-5% -$26.6K ﹤0.01% 1411
2023
Q1 		$496K Sell
11,948
-1,446
-11% -$68.1K ﹤0.01% 1429
2022
Q4 		$577K Sell
13,394
-82
-0.6% -$3.36K 0.01% 1402
2022
Q3 		$444K Sell
13,476
-38
-0.3% -$1.36K ﹤0.01% 1485
2022
Q2 		$523K Sell
13,514
-124
-0.9% -$5.29K ﹤0.01% 1441
2022
Q1 		$749K Sell
13,638
-1,702
-11% -$96.7K 0.01% 1352
2021
Q4 		$915K Sell
15,340
-219
-1% -$13.1K 0.01% 1287
2021
Q3 		$817K Sell
15,559
-713
-4% -$35.5K 0.01% 1346
2021
Q2 		$824K Buy
+16,272
New +$808K 0.01% 1380
2020
Q1 		– Sell
-6,671
Closed -$244K – 1693
2019
Q4 		$244K Buy
6,671
+393
+6% +$13.4K ﹤0.01% 1533
2019
Q3 		$205K Buy
+6,278
New +$189K ﹤0.01% 1532

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
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
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amalgamated Bank's CASH Position: Q2 2026 in Review

Amalgamated Bank reduced its Pathward Financial (CASH) stake by 9.8% in Q2 2026, selling an estimated $53.3K and leaving 5,684 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Amalgamated Bank first reported a position in CASH in Q3 2019 and has held it in 23 quarters since. The position peaked at $915K in Q4 2021. 114 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Amalgamated Bank held 5,684 shares of Pathward Financial worth $495K as of Q2 2026.
  • Amalgamated Bank sold 616 Pathward Financial shares in Q2 2026, an estimated $53.3K.
  • Pathward Financial made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1373 holding.
  • Amalgamated Bank first reported a position in Pathward Financial in Q3 2019 and has held it in 23 quarters since.
  • Amalgamated Bank's Pathward Financial position peaked at $915K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.