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Glenmede Investment Management’s Pathward Financial CASH Stock Holding History

Glenmede Investment Management’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
Q3 		$1.08M Sell
14,607
-2,881
-16% -$224K 0.01% 683
2025
Q2 		$1.38M Buy
+17,488
New +$1.34M 0.01% 633

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
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 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
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

Glenmede Investment Management's CASH Position: Q3 2025 in Review

Glenmede Investment Management reduced its Pathward Financial (CASH) stake by 16% in Q3 2025, selling an estimated $224K and leaving 14,607 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #683.

Glenmede Investment Management first reported a position in CASH in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.38M in Q2 2025. 264 funds tracked by Wall St. Rank hold CASH as of Q3 2025.

  • Glenmede Investment Management held 14,607 shares of Pathward Financial worth $1.08M as of Q3 2025.
  • Glenmede Investment Management sold 2,881 Pathward Financial shares in Q3 2025, an estimated $224K.
  • Pathward Financial made up 0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #683 holding.
  • Glenmede Investment Management first reported a position in Pathward Financial in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's Pathward Financial position peaked at $1.38M in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.