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Kennedy Capital Management’s Pathward Financial CASH Stock Holding History

Kennedy Capital 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
2026
Q2 		$3.22M Sell
37,028
-21,383
-37% -$1.85M 0.06% 390
2026
Q1 		$5.21M Sell
58,411
-39,352
-40% -$3.43M 0.11% 287
2025
Q4 		$6.94M Sell
97,763
-372
-0.4% -$26.7K 0.15% 226
2025
Q3 		$7.26M Buy
98,135
+422
+0.4% +$32.9K 0.16% 225
2025
Q2 		$7.73M Sell
97,713
-2,704
-3% -$207K 0.18% 206
2025
Q1 		$7.33M Buy
100,417
+74,710
+291% +$5.7M 0.18% 206
2024
Q4 		$1.89M Buy
+25,707
New +$1.96M 0.04% 527
2022
Q3 		– Sell
-25,285
Closed -$978K – 612
2022
Q2 		$978K Sell
25,285
-95,795
-79% -$4.08M 0.03% 477
2022
Q1 		$6.65M Sell
121,080
-24,884
-17% -$1.41M 0.16% 240
2021
Q4 		$8.71M Sell
145,964
-3,786
-3% -$226K 0.18% 205
2021
Q3 		$7.86M Buy
149,750
+46,344
+45% +$2.31M 0.18% 214
2021
Q2 		$5.24M Buy
+103,406
New +$5.13M 0.11% 347

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

Kennedy Capital Management's CASH Position: Q2 2026 in Review

Kennedy Capital Management reduced its Pathward Financial (CASH) stake by 37% in Q2 2026, selling an estimated $1.85M and leaving 37,028 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #390.

Kennedy Capital Management first reported a position in CASH in Q2 2021 and has held it in 12 quarters since. The position peaked at $8.71M in Q4 2021. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Kennedy Capital Management held 37,028 shares of Pathward Financial worth $3.22M as of Q2 2026.
  • Kennedy Capital Management sold 21,383 Pathward Financial shares in Q2 2026, an estimated $1.85M.
  • Pathward Financial made up 0.06% of Kennedy Capital Management's portfolio in Q2 2026, its #390 holding.
  • Kennedy Capital Management first reported a position in Pathward Financial in Q2 2021 and has held it in 12 quarters since.
  • Kennedy Capital Management's Pathward Financial position peaked at $8.71M in Q4 2021.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.