MOACM
CASH icon

Mutual of America Capital Management’s Pathward Financial CASH Stock Holding History

Mutual of America 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 		$222K Buy
+2,491
New +$217K ﹤0.01% 1285
2025
Q3 		– Sell
-3,026
Closed -$239K – 1361
2025
Q2 		$239K Sell
3,026
-447
-13% -$34.2K ﹤0.01% 1258
2025
Q1 		$253K Sell
3,473
-291
-8% -$22.2K ﹤0.01% 1283
2024
Q4 		$277K Buy
3,764
+7
+0.2% +$533 ﹤0.01% 1294
2024
Q3 		$248K Sell
3,757
-397
-10% -$25.5K ﹤0.01% 1342
2024
Q2 		$235K Sell
4,154
-238
-5% -$12.5K ﹤0.01% 1357
2024
Q1 		$222K Sell
4,392
-191
-4% -$9.7K ﹤0.01% 1394
2023
Q4 		$243K Sell
4,583
-13
-0.3% -$639 ﹤0.01% 1370
2023
Q3 		$212K Sell
4,596
-661
-13% -$32.9K ﹤0.01% 1367
2023
Q2 		$244K Sell
5,257
-419
-7% -$18.8K ﹤0.01% 1354
2023
Q1 		$235K Sell
5,676
-358
-6% -$16.9K ﹤0.01% 1351
2022
Q4 		$260K Buy
6,034
+253
+4% +$10.4K ﹤0.01% 1322
2022
Q3 		$191K Buy
5,781
+849
+17% +$30.5K ﹤0.01% 1374
2022
Q2 		$191K Buy
4,932
+631
+15% +$26.9K ﹤0.01% 1345
2022
Q1 		$236K Sell
4,301
-26
-0.6% -$1.48K ﹤0.01% 1291
2021
Q4 		$258K Buy
4,327
+71
+2% +$4.24K ﹤0.01% 1277
2021
Q3 		$223K Sell
4,256
-282
-6% -$14K ﹤0.01% 1321
2021
Q2 		$230K Buy
4,538
+231
+5% +$11.5K ﹤0.01% 1345
2021
Q1 		$195K Buy
4,307
+127
+3% +$5.42K ﹤0.01% 1368
2020
Q4 		$153K Buy
4,180
+8
+0.2% +$244 ﹤0.01% 1371
2020
Q3 		$80K Buy
4,172
+2,615
+168% +$49.4K ﹤0.01% 1440
2020
Q2 		$28K Buy
1,557
+63
+4% +$1.1K ﹤0.01% 1475
2020
Q1 		$32K Buy
1,494
+258
+21% +$8.5K ﹤0.01% 1391
2019
Q4 		$45K Sell
1,236
-50
-4% -$1.7K ﹤0.01% 1372
2019
Q3 		$42K Buy
1,286
+289
+29% +$8.71K ﹤0.01% 1380
2019
Q2 		$28K Buy
997
+208
+26% +$5.29K ﹤0.01% 1485
2019
Q1 		$16K Buy
789
+96
+14% +$2.1K ﹤0.01% 1566
2018
Q4 		$13K Buy
693
+174
+34% +$4.06K ﹤0.01% 1565
2018
Q3 		$14K Buy
519
+420
+424% +$12.6K ﹤0.01% 1558
2018
Q2 		$3K Buy
+99
New +$3.59K ﹤0.01% 1513

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mutual of America Capital Management's CASH Position: Q1 2026 in Review

Mutual of America Capital Management opened a new position in Pathward Financial (CASH) in Q1 2026: 2,491 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings. This is a return to the name: Mutual of America Capital Management previously reported a position in CASH as recently as Q2 2025.

Mutual of America Capital Management first reported a position in CASH in Q2 2018 and has held it in 30 quarters since. The position peaked at $277K in Q4 2024. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Mutual of America Capital Management held 2,491 shares of Pathward Financial worth $222K as of Q1 2026.
  • Pathward Financial was a new Mutual of America Capital Management position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of Mutual of America Capital Management's portfolio in Q1 2026, its #1285 holding.
  • Mutual of America Capital Management first reported a position in Pathward Financial in Q2 2018 and has held it in 30 quarters since.
  • Mutual of America Capital Management's Pathward Financial position peaked at $277K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.