UMB Bank’s Pathward Financial CASH Stock Holding History

UMB Bank’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	$12.2K	Buy	137 +5	+4%	+$435	﹤0.01%	1787
2025 Q4	$9.37K	Buy	132 +51	+63%	+$3.66K	﹤0.01%	1848
2025 Q3	$6K	Sell	81 -28	-26%	-$2.18K	﹤0.01%	1834
2025 Q2	$8.62K	Buy	109 +21	+24%	+$1.61K	﹤0.01%	1656
2025 Q1	$6.42K	Buy	88 +19	+28%	+$1.45K	﹤0.01%	1690
2024 Q4	$5.08K	Hold	69	–	–	﹤0.01%	1698
2024 Q3	$4.55K	Buy	69 +35	+103%	+$2.25K	﹤0.01%	1761
2024 Q2	$1.92K	Buy	34 +21	+162%	+$1.1K	﹤0.01%	1792
2024 Q1	$656	Buy	+13	New	+$660	﹤0.01%	1912

Other funds holding CASH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

American Century Companies

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM