PAP
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Persistent Asset Partners’s Pathward Financial CASH Stock Holding History

Persistent Asset 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
Q1 		$835K Sell
9,354
-933
-9% -$81.2K 0.32% 82
2025
Q4 		$730K Buy
+10,287
New +$737K 0.35% 84
2025
Q3 		– Sell
-9,389
Closed -$743K – 268
2025
Q2 		$743K Buy
+9,389
New +$718K 0.65% 56
2025
Q1 		– Sell
-10,558
Closed -$842K – 189
2024
Q4 		$842K Buy
+10,558
New +$805K 0.72% 41

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State Street
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American Century Companies
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Dimensional Fund Advisors
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VCM
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PFA
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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