Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Pathward Financial CASH Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$3.14M Sell
36,121
-15,330
-30% -$1.33M ﹤0.01% 1117
2026
Q1 		$4.59M Buy
51,451
+15,180
+42% +$1.32M 0.01% 910
2025
Q4 		$2.61M Buy
36,271
+10,485
+41% +$752K ﹤0.01% 1161
2025
Q3 		$1.91M Buy
25,786
+17,469
+210% +$1.36M ﹤0.01% 1317
2025
Q2 		$658K Buy
8,317
+306
+4% +$23.4K ﹤0.01% 1609
2025
Q1 		$584K Buy
+8,011
New +$611K ﹤0.01% 1610

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

Universal-Beteiligungs- und Servicegesellschaft's CASH Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Pathward Financial (CASH) stake by 30% in Q2 2026, selling an estimated $1.33M and leaving 36,121 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CASH in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.59M in Q1 2026. 282 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 36,121 shares of Pathward Financial worth $3.14M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 15,330 Pathward Financial shares in Q2 2026, an estimated $1.33M.
  • Pathward Financial made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1117 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Pathward Financial in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Pathward Financial position peaked at $4.59M in Q1 2026.
  • 282 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.