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SummerHaven Investment Management’s Pathward Financial CASH Stock Holding History

SummerHaven Investment 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
Q2 		$784K Hold
9,009
– – 0.42% 133
2026
Q1 		$804K Sell
9,009
-1,142
-11% -$99.4K 0.49% 98
2025
Q4 		$721K Hold
10,151
– – 0.41% 156
2025
Q3 		$751K Sell
10,151
-3,317
-25% -$258K 0.44% 157
2025
Q2 		$1.07M Buy
13,468
+197
+1% +$15.1K 0.7% 33
2025
Q1 		$968K Buy
13,271
+181
+1% +$13.8K 0.68% 27
2024
Q4 		$963K Hold
13,090
– – 0.59% 43
2024
Q3 		$864K Sell
13,090
-1,638
-11% -$105K 0.53% 87
2024
Q2 		$833K Buy
14,728
+288
+2% +$15.1K 0.55% 79
2024
Q1 		$729K Buy
14,440
+181
+1% +$9.19K 0.46% 124
2023
Q4 		$755K Buy
14,259
+208
+1% +$10.2K 0.48% 114
2023
Q3 		$648K Sell
14,051
-2,582
-16% -$129K 0.48% 126
2023
Q2 		$771K Sell
16,633
-2,931
-15% -$132K 0.49% 90
2023
Q1 		$812K Buy
19,564
+392
+2% +$18.5K 0.47% 110
2022
Q4 		$825K Buy
19,172
+264
+1% +$10.8K 0.49% 96
2022
Q3 		$623K Buy
+18,908
New +$679K 0.43% 161

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SummerHaven Investment Management's CASH Position: Q2 2026 in Review

SummerHaven Investment Management held its Pathward Financial (CASH) position steady in Q2 2026 at 9,009 shares worth $784K. The position accounts for 0.42% of the portfolio, ranked #133.

SummerHaven Investment Management first reported a position in CASH in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q2 2025. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • SummerHaven Investment Management held 9,009 shares of Pathward Financial worth $784K as of Q2 2026.
  • SummerHaven Investment Management left its Pathward Financial share count unchanged in Q2 2026.
  • Pathward Financial made up 0.42% of SummerHaven Investment Management's portfolio in Q2 2026, its #133 holding.
  • SummerHaven Investment Management first reported a position in Pathward Financial in Q3 2022 and has held it in 16 quarters since.
  • SummerHaven Investment Management's Pathward Financial position peaked at $1.07M in Q2 2025.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.