Kovitz Investment Group Partners
CASH icon

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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