TwinBeech Capital’s Pathward Financial CASH Stock Holding History

TwinBeech Capital’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
2025 Q4	–	Sell	-4,781	Closed	-$354K	–	622
2025 Q3	$354K	Buy	+4,781	New	+$372K	0.01%	440

Other funds holding CASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAM

Austin Asset Management Austin, Texas $608M AUM 18.68% 1-Year Est. Return

TwinBeech Capital's CASH Position: Q4 2025 in Review

TwinBeech Capital sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 4,781 shares — an estimated $354K sold.

TwinBeech Capital first reported a position in CASH in Q3 2025 and held it in 1 quarter. The position peaked at $354K in Q3 2025. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

TwinBeech Capital reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 4,781 Pathward Financial shares in Q4 2025, an estimated $354K.
TwinBeech Capital first reported a position in Pathward Financial in Q3 2025 and held it in 1 quarter.
TwinBeech Capital's Pathward Financial position peaked at $354K in Q3 2025.
261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.