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Moody Aldrich Partners’s Pathward Financial CASH Stock Holding History

Moody Aldrich Partners’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 		$8.09M Sell
92,961
-12,375
-12% -$1.07M 1.45% 9
2026
Q1 		$9.4M Sell
105,336
-1,109
-1% -$96.6K 1.7% 3
2025
Q4 		$7.56M Sell
106,445
-5,128
-5% -$368K 1.41% 8
2025
Q3 		$8.26M Sell
111,573
-22,734
-17% -$1.77M 1.57% 6
2025
Q2 		$10.6M Sell
134,307
-2,048
-2% -$157K 2.06% 1
2025
Q1 		$9.95M Sell
136,355
-2,054
-1% -$157K 2.08% 3
2024
Q4 		$10.2M Buy
138,409
+14,292
+12% +$1.09M 1.89% 4
2024
Q3 		$8.19M Buy
124,117
+29,876
+32% +$1.92M 1.49% 8
2024
Q2 		$5.33M Sell
94,241
-6,314
-6% -$332K 1.04% 33
2024
Q1 		$5.08M Sell
100,555
-26,761
-21% -$1.36M 0.86% 44
2023
Q4 		$6.74M Buy
127,316
+37,116
+41% +$1.82M 1.21% 25
2023
Q3 		$4.16M Buy
+90,200
New +$4.49M 0.79% 53

Other funds holding CASH

GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Moody Aldrich Partners's CASH Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Pathward Financial (CASH) stake by 12% in Q2 2026, selling an estimated $1.07M and leaving 92,961 shares worth $8.09M. The position accounts for 1.45% of the portfolio, ranked #9.

Moody Aldrich Partners first reported a position in CASH in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.6M in Q2 2025. 23 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Moody Aldrich Partners held 92,961 shares of Pathward Financial worth $8.09M as of Q2 2026.
  • Moody Aldrich Partners sold 12,375 Pathward Financial shares in Q2 2026, an estimated $1.07M.
  • Pathward Financial made up 1.45% of Moody Aldrich Partners's portfolio in Q2 2026, its #9 holding.
  • Moody Aldrich Partners first reported a position in Pathward Financial in Q3 2023 and has held it in 12 quarters since.
  • Moody Aldrich Partners's Pathward Financial position peaked at $10.6M in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.