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Swiss Life Asset Management’s Pathward Financial CASH Stock Holding History

Swiss Life Asset 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 		$271K Buy
3,114
+125
+4% +$10.8K ﹤0.01% 1335
2026
Q1 		$267K Sell
2,989
-102
-3% -$8.88K ﹤0.01% 1195
2025
Q4 		$219K Buy
+3,091
New +$222K ﹤0.01% 1228

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Swiss Life Asset Management's CASH Position: Q2 2026 in Review

Swiss Life Asset Management increased its Pathward Financial (CASH) stake by 4.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 3,114 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Swiss Life Asset Management first reported a position in CASH in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Swiss Life Asset Management held 3,114 shares of Pathward Financial worth $271K as of Q2 2026.
  • Swiss Life Asset Management bought 125 Pathward Financial shares in Q2 2026, an estimated $10.8K.
  • Pathward Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1335 holding.
  • Swiss Life Asset Management first reported a position in Pathward Financial in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.