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Vinva Investment Management’s Pathward Financial CASH Stock Holding History

Vinva Investment Management’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
-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

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Austin Asset Management Austin, Texas $718M AUM 23.07% 1-Year Est. Return

Vinva Investment Management's CASH Position: Q4 2025 in Review

Vinva Investment Management sold out of Pathward Financial (CASH) in Q4 2025, closing a stake of 188,804 shares — an estimated $140M sold.

Vinva Investment Management first reported a position in CASH in Q1 2023 and held it in 11 quarters. The position peaked at $140M in Q3 2025. 261 funds tracked by Wall St. Rank hold CASH as of Q4 2025.

  • Vinva Investment Management reported no remaining Pathward Financial position as of Q4 2025 after selling out during the quarter.
  • Vinva Investment Management sold 188,804 Pathward Financial shares in Q4 2025, an estimated $140M.
  • Vinva Investment Management first reported a position in Pathward Financial in Q1 2023 and held it in 11 quarters.
  • Vinva Investment Management's Pathward Financial position peaked at $140M in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2025.

Based on Vinva Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.