Michael Gelband’s Pathward Financial CASH Stock Holding History

Michael Gelband’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	–	Sell	-36,843	Closed	-$2.62M	–	1594
2025 Q4	$2.62M	Buy	36,843 +5,010	+16%	+$359K	0.02%	681
2025 Q3	$2.36M	Buy	+31,833	New	+$2.48M	0.02%	684
2024 Q3	–	Sell	-15,795	Closed	-$894K	–	1656
2024 Q2	$894K	Sell	15,795 -21,235	-57%	-$1.12M	0.01%	1058
2024 Q1	$1.87M	Buy	+37,030	New	+$1.88M	0.01%	735
2023 Q4	–	Sell	-18,977	Closed	-$875K	–	1516
2023 Q3	$875K	Buy	18,977 +14,363	+311%	+$715K	0.01%	1009
2023 Q2	$214K	Buy	+4,614	New	+$207K	﹤0.01%	1654
2022 Q3	–	Sell	-8,625	Closed	-$334K	–	1913
2022 Q2	$334K	Buy	+8,625	New	+$368K	﹤0.01%	1491
2021 Q2	–	Sell	-8,229	Closed	-$373K	–	2380
2021 Q1	$373K	Buy	+8,229	New	+$351K	0.01%	1535
2019 Q2	–	Sell	-12,459	Closed	-$245K	–	1116
2019 Q1	$245K	Buy	+12,459	New	+$272K	0.02%	514

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Michael Gelband's CASH Position: Q1 2026 in Review

Michael Gelband sold out of Pathward Financial (CASH) in Q1 2026, closing a stake of 36,843 shares — an estimated $2.62M sold.

Michael Gelband first reported a position in CASH in Q1 2019 and held it in 9 quarters. The position peaked at $2.62M in Q4 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

Michael Gelband reported no remaining Pathward Financial position as of Q1 2026 after selling out during the quarter.
Michael Gelband sold 36,843 Pathward Financial shares in Q1 2026, an estimated $2.62M.
Michael Gelband first reported a position in Pathward Financial in Q1 2019 and held it in 9 quarters.
Michael Gelband's Pathward Financial position peaked at $2.62M in Q4 2025.
274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.