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CSM Advisors’s Pathward Financial CASH Stock Holding History

CSM Advisors’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 		$5.71M Buy
64,051
+5,688
+10% +$495K 0.14% 170
2025
Q4 		$4.14M Sell
58,363
-59,249
-50% -$4.25M 0.11% 206
2025
Q3 		$8.71M Buy
117,612
+10,657
+10% +$830K 0.24% 92
2025
Q2 		$8.46M Buy
+106,955
New +$8.18M 0.25% 110

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
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CSM Advisors's CASH Position: Q1 2026 in Review

CSM Advisors increased its Pathward Financial (CASH) stake by 9.7% in Q1 2026, buying an estimated $495K and bringing the position to 64,051 shares worth $5.71M. The position accounts for 0.14% of the portfolio, ranked #170.

CSM Advisors first reported a position in CASH in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.71M in Q3 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • CSM Advisors held 64,051 shares of Pathward Financial worth $5.71M as of Q1 2026.
  • CSM Advisors bought 5,688 Pathward Financial shares in Q1 2026, an estimated $495K.
  • Pathward Financial made up 0.14% of CSM Advisors's portfolio in Q1 2026, its #170 holding.
  • CSM Advisors first reported a position in Pathward Financial in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Pathward Financial position peaked at $8.71M in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.