Mawer Investment Management
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Mawer Investment Management’s Pathward Financial CASH Stock Holding History

Mawer Investment 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 		$23.7M Buy
271,655
+3,112
+1% +$269K 0.16% 83
2026
Q1 		$24M Sell
268,543
-42,080
-14% -$3.66M 0.16% 79
2025
Q4 		$22.1M Sell
310,623
-35,438
-10% -$2.54M 0.12% 80
2025
Q3 		$25.6M Buy
346,061
+91,066
+36% +$7.09M 0.13% 82
2025
Q2 		$20.2M Sell
254,995
-32,649
-11% -$2.5M 0.1% 85
2025
Q1 		$21M Buy
287,644
+28,829
+11% +$2.2M 0.1% 80
2024
Q4 		$19M Buy
258,815
+33,000
+15% +$2.51M 0.09% 80
2024
Q3 		$14.9M Buy
225,815
+7,049
+3% +$453K 0.07% 84
2024
Q2 		$12.4M Buy
+218,766
New +$11.5M 0.06% 86

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

Mawer Investment Management's CASH Position: Q2 2026 in Review

Mawer Investment Management increased its Pathward Financial (CASH) stake by 1.2% in Q2 2026, buying an estimated $269K and bringing the position to 271,655 shares worth $23.7M. The position accounts for 0.16% of the portfolio, ranked #83.

Mawer Investment Management first reported a position in CASH in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.6M in Q3 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Mawer Investment Management held 271,655 shares of Pathward Financial worth $23.7M as of Q2 2026.
  • Mawer Investment Management bought 3,112 Pathward Financial shares in Q2 2026, an estimated $269K.
  • Pathward Financial made up 0.16% of Mawer Investment Management's portfolio in Q2 2026, its #83 holding.
  • Mawer Investment Management first reported a position in Pathward Financial in Q2 2024 and has held it in 9 quarters since.
  • Mawer Investment Management's Pathward Financial position peaked at $25.6M in Q3 2025.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.