Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Pathward Financial CASH Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-5,650
Closed -$418K – 578
2025
Q3 		$418K Buy
+5,650
New +$440K ﹤0.01% 1094
2025
Q1 		– Sell
-568,780
Closed -$674K – 1257
2024
Q4 		$674K Buy
+568,780
New +$43.3M ﹤0.01% 818

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Kovitz Investment Group Partners's CASH Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 5,650 shares — an estimated $418K sold.

Kovitz Investment Group Partners first reported a position in CASH in Q4 2024 and held it in 2 quarters. The position peaked at $674K in Q4 2024. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,650 Pathward Financial shares in Q4 2025, an estimated $418K.
  • Kovitz Investment Group Partners first reported a position in Pathward Financial in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Pathward Financial position peaked at $674K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.