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

Mesirow Financial 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
2025
Q2 		– Sell
-4,302
Closed -$299K – 547
2025
Q1 		$299K Hold
4,302
– – 0.01% 455
2024
Q4 		$317K Buy
4,302
+53
+1% +$4.04K 0.01% 447
2024
Q3 		$280K Buy
+4,249
New +$273K 0.01% 465
2024
Q1 		– Sell
-6,708
Closed -$335K – 544
2023
Q4 		$335K Hold
6,708
– – 0.01% 398
2023
Q3 		$309K Hold
6,708
– – 1.35% 30
2023
Q2 		$311K Sell
6,708
-342
-5% -$15.3K 1.32% 29
2023
Q1 		$293K Hold
7,050
– – 1.21% 40
2022
Q4 		$304K Hold
7,050
– – 1.27% 30
2022
Q3 		$232K Hold
7,050
– – 1.1% 51
2022
Q2 		$273K Sell
7,050
-19
-0.3% -$810 1.32% 40
2022
Q1 		$388K Sell
7,069
-3,300
-32% -$187K 1.31% 39
2021
Q4 		$619K Hold
10,369
– – 1.79% 12
2021
Q3 		$544K Sell
10,369
-299
-3% -$14.9K 1.6% 15
2021
Q2 		$540K Buy
10,668
+42
+0.4% +$2.08K 1.38% 29
2021
Q1 		$481K Sell
10,626
-282
-3% -$12K 1.31% 31
2020
Q4 		$399K Sell
10,908
-5,181
-32% -$158K 1.26% 43
2020
Q3 		$309K Buy
16,089
+103
+0.6% +$1.94K 1.32% 41
2020
Q2 		$290K Buy
15,986
+5,262
+49% +$92.3K 1.37% 42
2020
Q1 		$233K Sell
10,724
-2,575
-19% -$84.9K 1.47% 43
2019
Q4 		$486K Sell
13,299
-4,127
-24% -$140K 2.05% 6
2019
Q3 		$568K Sell
17,426
-8,473
-33% -$255K 2.39% 4
2019
Q2 		$710K Buy
25,899
+2,790
+12% +$71K 2.59% 5
2019
Q1 		$455K Buy
23,109
+7,377
+47% +$161K 1.81% 25
2018
Q4 		$305K Buy
15,732
+4,719
+43% +$110K 1.97% 21
2018
Q3 		$303K Sell
11,013
-849
-7% -$25.4K 1.56% 37
2018
Q2 		$385K Sell
11,862
-2,109
-15% -$76.5K 1.71% 30
2018
Q1 		$509K Sell
13,971
-204
-1% -$7.29K 2.14% 13
2017
Q4 		$438K Buy
14,175
+243
+2% +$7.05K 1.99% 21
2017
Q3 		$364K Buy
+13,932
New +$360K 1.72% 28

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mesirow Financial Investment Management's CASH Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of Pathward Financial (CASH) in Q2 2025, closing a stake of 4,302 shares — an estimated $299K sold.

Mesirow Financial Investment Management first reported a position in CASH in Q3 2017 and held it in 29 quarters. The position peaked at $710K in Q2 2019. 272 funds tracked by Wall St. Rank hold CASH as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining Pathward Financial position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 4,302 Pathward Financial shares in Q2 2025, an estimated $299K.
  • Mesirow Financial Investment Management first reported a position in Pathward Financial in Q3 2017 and held it in 29 quarters.
  • Mesirow Financial Investment Management's Pathward Financial position peaked at $710K in Q2 2019.
  • 272 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.