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CIBC World Markets’s Pathward Financial CASH Stock Holding History

CIBC World Markets’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
2025
Q2 		$229K Sell
2,897
-2,467
-46% -$189K ﹤0.01% 1216
2025
Q1 		$391K Buy
+5,364
New +$409K ﹤0.01% 1124

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC World Markets's CASH Position: Q2 2025 in Review

CIBC World Markets reduced its Pathward Financial (CASH) stake by 46% in Q2 2025, selling an estimated $189K and leaving 2,897 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

CIBC World Markets first reported a position in CASH in Q1 2025 and has held it in 2 quarters since. The position peaked at $391K in Q1 2025. 272 funds tracked by Wall St. Rank hold CASH as of Q2 2025.

  • CIBC World Markets held 2,897 shares of Pathward Financial worth $229K as of Q2 2025.
  • CIBC World Markets sold 2,467 Pathward Financial shares in Q2 2025, an estimated $189K.
  • Pathward Financial made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1216 holding.
  • CIBC World Markets first reported a position in Pathward Financial in Q1 2025 and has held it in 2 quarters since.
  • CIBC World Markets's Pathward Financial position peaked at $391K in Q1 2025.
  • 272 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.