Bessemer Group

Bessemer Group’s Pathward Financial CASH Stock Holding History

Bessemer Group’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 Q1	$294K	Hold	3,301	–	–	﹤0.01%	1298
2025 Q4	$234K	Sell	3,301 -52	-2%	-$3.73K	﹤0.01%	1329
2025 Q3	$248K	Buy	3,353 +3,009	+875%	+$234K	﹤0.01%	1067
2025 Q2	$27K	Buy	344 +298	+648%	+$22.8K	﹤0.01%	1481
2025 Q1	$3K	Sell	46 -56	-55%	-$4.27K	﹤0.01%	2135
2024 Q4	$8K	Buy	102 +62	+155%	+$4.72K	﹤0.01%	1845
2024 Q3	$3K	Buy	+40	New	+$2.57K	﹤0.01%	2070
2023 Q3	–	Sell	-26	Closed	-$1K	–	2183
2023 Q2	$1K	Buy	+26	New	+$1.17K	﹤0.01%	2126
2021 Q4	–	Sell	-169	Closed	-$9K	–	1865
2021 Q3	$9K	Buy	+169	New	+$8.41K	﹤0.01%	1397
2020 Q2	–	Sell	-4,500	Closed	-$98K	–	1703
2020 Q1	$98K	Buy	+4,500	New	+$148K	﹤0.01%	1128
2017 Q4	–	Sell	-39,900	Closed	-$1.04M	–	1701
2017 Q3	$1.04M	Sell	39,900 -8,400	-17%	-$217K	﹤0.01%	642
2017 Q2	$1.43M	Hold	48,300	–	–	0.01%	560
2017 Q1	$1.43M	Hold	48,300	–	–	0.01%	604
2016 Q4	$1.66M	Hold	48,300	–	–	0.01%	569
2016 Q3	$976K	Buy	+48,300	New	+$921K	﹤0.01%	618

Other funds holding CASH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM