Susquehanna Fundamental Investments’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Sell	15,666 -8,171	-34%	-$711K	0.05%	256
2025 Q4	$1.69M	Buy	23,837 +5,344	+29%	+$383K	0.06%	267
2025 Q3	$1.37M	Hold	18,493	–	–	0.05%	286
2025 Q2	$1.46M	Sell	18,493 -3,481	-16%	-$266K	0.04%	392
2025 Q1	$1.6M	Sell	21,974 -2,426	-10%	-$185K	0.03%	573
2024 Q4	$1.8M	Buy	+24,400	New	+$1.86M	0.03%	554
2024 Q2	$1.29M	Buy	22,768 +1,237	+6%	+$65.1K	0.03%	510
2024 Q1	$1.09M	Buy	+21,531	New	+$1.09M	0.05%	335
2023 Q2	–	Sell	-6,564	Closed	-$272K	–	674
2023 Q1	$272K	Hold	6,564	–	–	0.01%	807
2022 Q4	$283K	Sell	6,564 -34,366	-84%	-$1.41M	﹤0.01%	1009
2022 Q3	$1.35M	Buy	+40,930	New	+$1.47M	0.02%	704
2022 Q1	$2.14M	Buy	+38,968	New	+$2.21M	0.04%	558