Essential Partners’s Pathward Financial CASH Stock Holding History

Essential 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 Q3	$142	Buy	+2	New	+$168	﹤0.01%	2651

Other funds holding CASH

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's CASH Position: Q3 2026 in Review

Essential Partners opened a new position in Pathward Financial (CASH) in Q3 2026: 2 shares worth $142. The stake represents ﹤0.01% of the portfolio and ranks #2651 among its holdings.

38 funds tracked by Wall St. Rank hold CASH as of Q3 2026.

Essential Partners held 2 shares of Pathward Financial worth $142 as of Q3 2026.
Pathward Financial was a new Essential Partners position in Q3 2026.
Pathward Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2651 holding.
38 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.