Ameritas Investment Partners’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $165K | Hold |
1,845
| – | – | 0.01% | 1390 |
|
|
2025
Q4 | $131K | Sell |
1,845
-143
| -7% | -$10.3K | ﹤0.01% | 1530 |
|
|
2025
Q3 | $147K | Sell |
1,988
-413
| -17% | -$32.2K | ﹤0.01% | 1439 |
|
|
2025
Q2 | $190K | Sell |
2,401
-102
| -4% | -$7.8K | 0.01% | 1321 |
|
|
2025
Q1 | $183K | Hold |
2,503
| – | – | 0.01% | 1315 |
|
|
2024
Q4 | $184K | Hold |
2,503
| – | – | 0.01% | 1379 |
|
|
2024
Q3 | $165K | Hold |
2,503
| – | – | 0.01% | 1447 |
|
|
2024
Q2 | $142K | Sell |
2,503
-227
| -8% | -$11.9K | ﹤0.01% | 1501 |
|
|
2024
Q1 | $138K | Hold |
2,730
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q4 | $144K | Hold |
2,730
| – | – | 0.01% | 1482 |
|
|
2023
Q3 | $126K | Buy |
2,730
+450
| +20% | +$22.4K | 0.01% | 1494 |
|
|
2023
Q2 | $106K | Hold |
2,280
| – | – | ﹤0.01% | 1561 |
|
|
2023
Q1 | $94.6K | Hold |
2,280
| – | – | ﹤0.01% | 1569 |
|
|
2022
Q4 | $105K | Hold |
2,280
| – | – | ﹤0.01% | 1562 |
|
|
2022
Q3 | $75K | Hold |
2,280
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q2 | $88K | Hold |
2,280
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q1 | $125K | Sell |
2,280
-246
| -10% | -$14K | ﹤0.01% | 1484 |
|
|
2021
Q4 | $151K | Hold |
2,526
| – | – | 0.01% | 1418 |
|
|
2021
Q3 | $133K | Hold |
2,526
| – | – | ﹤0.01% | 1512 |
|
|
2021
Q2 | $128K | Hold |
2,526
| – | – | ﹤0.01% | 1569 |
|
|
2021
Q1 | $114K | Sell |
2,526
-343
| -12% | -$14.6K | ﹤0.01% | 1588 |
|
|
2020
Q4 | $105K | Sell |
2,869
-280
| -9% | -$8.53K | ﹤0.01% | 1561 |
|
|
2020
Q3 | $61K | Hold |
3,149
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q2 | $57K | Hold |
3,149
| – | – | ﹤0.01% | 1746 |
|
|
2020
Q1 | $68K | Hold |
3,149
| – | – | ﹤0.01% | 1486 |
|
|
2019
Q4 | $115K | Hold |
3,149
| – | – | 0.01% | 1428 |
|
|
2019
Q3 | $103K | Hold |
3,149
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q2 | $88K | Buy |
3,149
+788
| +33% | +$20K | ﹤0.01% | 1578 |
|
|
2019
Q1 | $46K | Hold |
2,361
| – | – | ﹤0.01% | 1923 |
|
|
2018
Q4 | $46K | Hold |
2,361
| – | – | ﹤0.01% | 1858 |
|
|
2018
Q3 | $65K | Hold |
2,361
| – | – | ﹤0.01% | 1833 |
|
|
2018
Q2 | $77K | Hold |
2,361
| – | – | ﹤0.01% | 1709 |
|
|
2018
Q1 | $86K | Hold |
2,361
| – | – | ﹤0.01% | 1581 |
|
|
2017
Q4 | $73K | Hold |
2,361
| – | – | ﹤0.01% | 1692 |
|
|
2017
Q3 | $55K | Hold |
2,361
| – | – | ﹤0.01% | 1836 |
|
|
2017
Q2 | $70K | Buy |
2,361
+438
| +23% | +$12.7K | ﹤0.01% | 1682 |
|
|
2017
Q1 | $57K | Buy |
+1,923
| New | +$59.5K | ﹤0.01% | 1759 |
|
Other funds holding CASH
VCM
PFA
VPM
Ameritas Investment Partners's CASH Position: Q1 2026 in Review
Ameritas Investment Partners held its Pathward Financial (CASH) position steady in Q1 2026 at 1,845 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #1390.
Ameritas Investment Partners first reported a position in CASH in Q1 2017 and has held it in 37 quarters since. The position peaked at $190K in Q2 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.
- Ameritas Investment Partners held 1,845 shares of Pathward Financial worth $165K as of Q1 2026.
- Ameritas Investment Partners left its Pathward Financial share count unchanged in Q1 2026.
- Pathward Financial made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1390 holding.
- Ameritas Investment Partners first reported a position in Pathward Financial in Q1 2017 and has held it in 37 quarters since.
- Ameritas Investment Partners's Pathward Financial position peaked at $190K in Q2 2025.
- 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.