Lazard Asset Management
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Lazard Asset Management’s Pathward Financial CASH Stock Holding History

Lazard Asset 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
Q4 		– Sell
-11,207
Closed -$829K – 1909
2025
Q3 		$829K Sell
11,207
-109
-1% -$8.49K ﹤0.01% 1201
2025
Q2 		$893K Sell
11,316
-742
-6% -$56.8K ﹤0.01% 1335
2025
Q1 		$878K Buy
12,058
+990
+9% +$75.5K ﹤0.01% 1255
2024
Q4 		$813K Sell
11,068
-875
-7% -$66.7K ﹤0.01% 1227
2024
Q3 		$786K Buy
11,943
+892
+8% +$57.4K ﹤0.01% 1194
2024
Q2 		$624K Buy
11,051
+4,801
+77% +$253K ﹤0.01% 1118
2024
Q1 		$315K Hold
6,250
– – ﹤0.01% 1168
2023
Q4 		$329K Buy
6,250
+2,934
+88% +$144K ﹤0.01% 1232
2023
Q3 		$152K Buy
3,316
+1,793
+118% +$89.2K ﹤0.01% 1475
2023
Q2 		$70K Buy
+1,523
New +$68.3K ﹤0.01% 1716
2023
Q1 		– Sell
-1,908
Closed -$82K – 2312
2022
Q4 		$82K Buy
1,908
+717
+60% +$29.4K ﹤0.01% 1598
2022
Q3 		$39K Sell
1,191
-1,028
-46% -$36.9K ﹤0.01% 1895
2022
Q2 		$85K Buy
2,219
+816
+58% +$34.8K ﹤0.01% 1571
2022
Q1 		$77K Sell
1,403
-9
-0.6% -$511 ﹤0.01% 1520
2021
Q4 		$84K Buy
1,412
+155
+12% +$9.26K ﹤0.01% 1508
2021
Q3 		$65K Sell
1,257
-74
-6% -$3.68K ﹤0.01% 1563
2021
Q2 		$67K Hold
1,331
– – ﹤0.01% 1476
2021
Q1 		$60K Buy
1,331
+543
+69% +$23.2K ﹤0.01% 1361
2020
Q4 		$28K Buy
788
+542
+220% +$16.5K ﹤0.01% 1591
2020
Q3 		$4K Sell
246
-1,388
-85% -$26.2K ﹤0.01% 1548
2020
Q2 		$29K Buy
1,634
+582
+55% +$10.2K ﹤0.01% 1378
2020
Q1 		$22K Buy
1,052
+317
+43% +$10.4K ﹤0.01% 1415
2019
Q4 		$26K Buy
+735
New +$25K ﹤0.01% 1178

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Lazard Asset Management's CASH Position: Q4 2025 in Review

Lazard Asset Management sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 11,207 shares — an estimated $829K sold.

Lazard Asset Management first reported a position in CASH in Q4 2019 and held it in 23 quarters. The position peaked at $893K in Q2 2025. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Lazard Asset Management reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Lazard Asset Management sold 11,207 Pathward Financial shares in Q4 2025, an estimated $829K.
  • Lazard Asset Management first reported a position in Pathward Financial in Q4 2019 and held it in 23 quarters.
  • Lazard Asset Management's Pathward Financial position peaked at $893K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.