Bank of America
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Bank of America’s Pathward Financial CASH Stock Holding History

Bank of America’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
2020
Q1 		– Sell
-40,000
Closed -$1.46M – 6866
2019
Q4 		$1.46M Buy
+40,000
New +$1.36M ﹤0.01% 4236
2019
Q3 		– Sell
-35,000
Closed -$982K – 7266
2019
Q2 		$982K Buy
+35,000
New +$890K ﹤0.01% 4578

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America's CASH Position: Q1 2026 in Review

Bank of America increased its Pathward Financial (CASH) stake by 571% in Q1 2026, buying an estimated $22.4M and bringing the position to 302,503 shares worth $27M. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Bank of America first reported a position in CASH in Q2 2013 and has held it in 50 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Bank of America held 302,503 shares of Pathward Financial worth $27M as of Q1 2026.
  • Bank of America bought 257,443 Pathward Financial shares in Q1 2026, an estimated $22.4M.
  • Pathward Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2138 holding.
  • Bank of America first reported a position in Pathward Financial in Q2 2013 and has held it in 50 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.