ClearBridge Investments
CASH icon

ClearBridge Investments’s Pathward Financial CASH Stock Holding History

ClearBridge Investments’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 		$18.2M Sell
208,621
-598
-0.3% -$51.7K 0.02% 437
2026
Q1 		$18.7M Buy
209,219
+53,976
+35% +$4.7M 0.02% 423
2025
Q4 		$11M Sell
155,243
-2,179
-1% -$156K 0.01% 472
2025
Q3 		$11.7M Buy
157,422
+30,435
+24% +$2.37M 0.01% 485
2025
Q2 		$10M Buy
+126,987
New +$9.72M 0.01% 475

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

ClearBridge Investments's CASH Position: Q2 2026 in Review

ClearBridge Investments reduced its Pathward Financial (CASH) stake by 0.29% in Q2 2026, selling an estimated $51.7K and leaving 208,621 shares worth $18.2M. The position accounts for 0.02% of the portfolio, ranked #437.

ClearBridge Investments first reported a position in CASH in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.7M in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • ClearBridge Investments held 208,621 shares of Pathward Financial worth $18.2M as of Q2 2026.
  • ClearBridge Investments sold 598 Pathward Financial shares in Q2 2026, an estimated $51.7K.
  • Pathward Financial made up 0.02% of ClearBridge Investments's portfolio in Q2 2026, its #437 holding.
  • ClearBridge Investments first reported a position in Pathward Financial in Q2 2025 and has held it in 5 quarters since.
  • ClearBridge Investments's Pathward Financial position peaked at $18.7M in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.