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Epoch Investment Partners’s Pathward Financial CASH Stock Holding History

Epoch Investment Partners’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 		– Sell
-33,116
Closed -$2.35M – 241
2025
Q4 		$2.35M Sell
33,116
-156
-0.5% -$11.2K 0.01% 212
2025
Q3 		$2.46M Hold
33,272
– – 0.01% 217
2025
Q2 		$2.63M Hold
33,272
– – 0.01% 216
2025
Q1 		$2.43M Sell
33,272
-21,741
-40% -$1.66M 0.01% 221
2024
Q4 		$4.05M Buy
55,013
+1,892
+4% +$144K 0.02% 211
2024
Q3 		$3.51M Buy
53,121
+4,197
+9% +$270K 0.02% 229
2024
Q2 		$2.77M Sell
48,924
-220,501
-82% -$11.6M 0.01% 236
2024
Q1 		$13.6M Buy
269,425
+19,539
+8% +$992K 0.06% 224
2023
Q4 		$13.2M Sell
249,886
-29,711
-11% -$1.46M 0.06% 241
2023
Q3 		$12.9M Sell
279,597
-6,515
-2% -$324K 0.08% 234
2023
Q2 		$13.3M Sell
286,112
-607
-0.2% -$27.2K 0.08% 239
2023
Q1 		$11.9M Sell
286,719
-471,632
-62% -$22.2M 0.07% 252
2022
Q4 		$32.6M Sell
758,351
-39,395
-5% -$1.62M 0.19% 162
2022
Q3 		$26.3M Buy
797,746
+180,071
+29% +$6.47M 0.17% 175
2022
Q2 		$23.9M Sell
617,675
-32,040
-5% -$1.37M 0.14% 192
2022
Q1 		$35.7M Buy
649,715
+33,984
+6% +$1.93M 0.17% 166
2021
Q4 		$36.7M Buy
615,731
+255,324
+71% +$15.3M 0.19% 161
2021
Q3 		$18.9M Buy
360,407
+48,112
+15% +$2.39M 0.11% 204
2021
Q2 		$15.8M Buy
+312,295
New +$15.5M 0.08% 210

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Epoch Investment Partners's CASH Position: Q1 2026 in Review

Epoch Investment Partners sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 33,116 shares — an estimated $2.35M sold.

Epoch Investment Partners first reported a position in CASH in Q2 2021 and held it in 19 quarters. The position peaked at $36.7M in Q4 2021. 275 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Epoch Investment Partners reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
  • Epoch Investment Partners sold 33,116 Pathward Financial shares in Q1 2026, an estimated $2.35M.
  • Epoch Investment Partners first reported a position in Pathward Financial in Q2 2021 and held it in 19 quarters.
  • Epoch Investment Partners's Pathward Financial position peaked at $36.7M in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.