NPIC
CASH icon

Neumeier Poma Investment Counsel’s Pathward Financial CASH Stock Holding History

Neumeier Poma Investment Counsel’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 		$31.8M Buy
356,200
+92,100
+35% +$8.02M 2.62% 19
2025
Q4 		$18.8M Sell
264,100
-84,490
-24% -$6.06M 1.55% 29
2025
Q3 		$25.8M Buy
348,590
+133,455
+62% +$10.4M 2.11% 26
2025
Q2 		$17M Buy
215,135
+82,455
+62% +$6.31M 1.59% 30
2025
Q1 		$9.68M Buy
+132,680
New +$10.1M 1.04% 37

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

Neumeier Poma Investment Counsel's CASH Position: Q1 2026 in Review

Neumeier Poma Investment Counsel increased its Pathward Financial (CASH) stake by 35% in Q1 2026, buying an estimated $8.02M and bringing the position to 356,200 shares worth $31.8M. The position accounts for 2.62% of the portfolio, ranked #19.

Neumeier Poma Investment Counsel first reported a position in CASH in Q1 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Neumeier Poma Investment Counsel held 356,200 shares of Pathward Financial worth $31.8M as of Q1 2026.
  • Neumeier Poma Investment Counsel bought 92,100 Pathward Financial shares in Q1 2026, an estimated $8.02M.
  • Pathward Financial made up 2.62% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #19 holding.
  • Neumeier Poma Investment Counsel first reported a position in Pathward Financial in Q1 2025 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.