Vinva Investment Management’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-188,804	Closed	-$140M	–	409
2025 Q3	$140M	Buy	188,804 +36,781	+24%	+$2.87M	2.74%	5
2025 Q2	$112M	Buy	152,023 +38,835	+34%	+$2.97M	2.9%	5
2025 Q1	$65.3M	Buy	113,188 +2,379	+2%	+$181K	2.59%	5
2024 Q4	$65.5M	Buy	110,809 +6,301	+6%	+$480K	2.49%	5
2024 Q3	$59.3M	Buy	104,508 +12,118	+13%	+$779K	2.51%	5
2024 Q2	$48M	Buy	92,390 +7,090	+8%	+$373K	2.41%	5
2024 Q1	$41.4M	Buy	85,300 +6,573	+8%	+$334K	2.32%	5
2023 Q4	$28.2M	Buy	78,727 +7,908	+11%	+$389K	1.92%	6
2023 Q3	$21.5M	Buy	70,819 +953	+1%	+$47.4K	2.01%	7
2023 Q2	$19.7M	Sell	69,866 -2,072	-3%	-$93K	1.69%	7
2023 Q1	$15M	Buy	+71,938	New	+$3.39M	1.25%	7