MCM
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MAI Capital Management’s Pathward Financial CASH Stock Holding History

MAI 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
Q1 		$447 Buy
+5
New +$435 ﹤0.01% 4443
2025
Q3 		– Sell
-9
Closed -$713 – 3861
2025
Q2 		$713 Buy
+9
New +$689 ﹤0.01% 3704

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MAI Capital Management's CASH Position: Q1 2026 in Review

MAI Capital Management opened a new position in Pathward Financial (CASH) in Q1 2026: 5 shares worth $447. The stake represents ﹤0.01% of the portfolio and ranks #4443 among its holdings. This is a return to the name: MAI Capital Management previously reported a position in CASH as recently as Q2 2025.

MAI Capital Management first reported a position in CASH in Q2 2025 and has held it in 2 quarters since. The position peaked at $713 in Q2 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • MAI Capital Management held 5 shares of Pathward Financial worth $447 as of Q1 2026.
  • Pathward Financial was a new MAI Capital Management position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4443 holding.
  • MAI Capital Management first reported a position in Pathward Financial in Q2 2025 and has held it in 2 quarters since.
  • MAI Capital Management's Pathward Financial position peaked at $713 in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.