Neuberger Berman Group
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Neuberger Berman Group’s Pathward Financial CASH Stock Holding History

Neuberger Berman Group’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 		$233K Buy
+2,609
New +$227K ﹤0.01% 1950
2025
Q4 		– Sell
-2,993
Closed -$222K – 2127
2025
Q3 		$222K Buy
2,993
+422
+16% +$32.9K ﹤0.01% 1869
2025
Q2 		$203K Buy
+2,571
New +$197K ﹤0.01% 1885
2018
Q4 		– Sell
-71,550
Closed -$1.97M – 1589
2018
Q3 		$1.97M Buy
+71,550
New +$2.14M ﹤0.01% 1036

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Neuberger Berman Group's CASH Position: Q1 2026 in Review

Neuberger Berman Group opened a new position in Pathward Financial (CASH) in Q1 2026: 2,609 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1950 among its holdings. This is a return to the name: Neuberger Berman Group previously reported a position in CASH as recently as Q3 2025.

Neuberger Berman Group first reported a position in CASH in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.97M in Q3 2018. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Neuberger Berman Group held 2,609 shares of Pathward Financial worth $233K as of Q1 2026.
  • Pathward Financial was a new Neuberger Berman Group position in Q1 2026.
  • Pathward Financial made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1950 holding.
  • Neuberger Berman Group first reported a position in Pathward Financial in Q3 2018 and has held it in 4 quarters since.
  • Neuberger Berman Group's Pathward Financial position peaked at $1.97M in Q3 2018.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.