BF
CASH icon

BOK Financial’s Pathward Financial CASH Stock Holding History

BOK Financial’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 		$1.09M Buy
12,535
+2,477
+25% +$214K 0.02% 420
2026
Q1 		$897K Sell
10,058
-2,098
-17% -$183K 0.01% 446
2025
Q4 		$863K Sell
12,156
-64
-0.5% -$4.59K 0.01% 450
2025
Q3 		$904K Sell
12,220
-22
-0.2% -$1.71K 0.01% 461
2025
Q2 		$969K Sell
12,242
-1,152
-9% -$88.2K 0.02% 450
2025
Q1 		$977K Sell
13,394
-383
-3% -$29.2K 0.02% 438
2024
Q4 		$995K Sell
13,777
-1,715
-11% -$131K 0.02% 440
2024
Q3 		$1M Buy
15,492
+5,093
+49% +$328K 0.02% 439
2024
Q2 		$588K Sell
10,399
-884
-8% -$46.5K 0.01% 571
2024
Q1 		$566K Buy
11,283
+6,423
+132% +$326K 0.01% 561
2023
Q4 		$257K Buy
+4,860
New +$239K 0.01% 635
2022
Q3 		– Sell
-20,226
Closed -$782K – 897
2022
Q2 		$782K Buy
+20,226
New +$862K 0.02% 579

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BOK Financial's CASH Position: Q2 2026 in Review

BOK Financial increased its Pathward Financial (CASH) stake by 25% in Q2 2026, buying an estimated $214K and bringing the position to 12,535 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #420.

BOK Financial first reported a position in CASH in Q2 2022 and has held it in 12 quarters since. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • BOK Financial held 12,535 shares of Pathward Financial worth $1.09M as of Q2 2026.
  • BOK Financial bought 2,477 Pathward Financial shares in Q2 2026, an estimated $214K.
  • Pathward Financial made up 0.02% of BOK Financial's portfolio in Q2 2026, its #420 holding.
  • BOK Financial first reported a position in Pathward Financial in Q2 2022 and has held it in 12 quarters since.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.