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 Q2	$30.6M	Sell	351,870 -4,330	-1%	-$375K	2.1%	27
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 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 $3.38T AUM 44.17% 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neumeier Poma Investment Counsel's CASH Position: Q2 2026 in Review

Neumeier Poma Investment Counsel reduced its Pathward Financial (CASH) stake by 1.2% in Q2 2026, selling an estimated $375K and leaving 351,870 shares worth $30.6M. The position accounts for 2.1% of the portfolio, ranked #27.

Neumeier Poma Investment Counsel first reported a position in CASH in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.8M in Q1 2026. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Neumeier Poma Investment Counsel held 351,870 shares of Pathward Financial worth $30.6M as of Q2 2026.
Neumeier Poma Investment Counsel sold 4,330 Pathward Financial shares in Q2 2026, an estimated $375K.
Pathward Financial made up 2.1% of Neumeier Poma Investment Counsel's portfolio in Q2 2026, its #27 holding.
Neumeier Poma Investment Counsel first reported a position in Pathward Financial in Q1 2025 and has held it in 6 quarters since.
Neumeier Poma Investment Counsel's Pathward Financial position peaked at $31.8M in Q1 2026.
283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.