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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
Q2 		$12.1K Buy
139
+2
+1% +$173 ﹤0.01% 1878
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
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

UMB Bank's CASH Position: Q2 2026 in Review

UMB Bank increased its Pathward Financial (CASH) stake by 1.5% in Q2 2026, buying an estimated $173 and bringing the position to 139 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

UMB Bank first reported a position in CASH in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.2K in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • UMB Bank held 139 shares of Pathward Financial worth $12.1K as of Q2 2026.
  • UMB Bank bought 2 Pathward Financial shares in Q2 2026, an estimated $173.
  • Pathward Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1878 holding.
  • UMB Bank first reported a position in Pathward Financial in Q1 2024 and has held it in 10 quarters since.
  • UMB Bank's Pathward Financial position peaked at $12.2K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.