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Voleon Capital Management’s Pathward Financial CASH Stock Holding History

Voleon Capital 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
2026
Q1 		$435K Sell
4,873
-5,495
-53% -$478K 0.01% 599
2025
Q4 		$736K Sell
10,368
-1,576
-13% -$113K 0.02% 497
2025
Q3 		$884K Buy
+11,944
New +$931K 0.02% 466

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PFA
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voleon Capital Management's CASH Position: Q1 2026 in Review

Voleon Capital Management reduced its Pathward Financial (CASH) stake by 53% in Q1 2026, selling an estimated $478K and leaving 4,873 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #599.

Voleon Capital Management first reported a position in CASH in Q3 2025 and has held it in 3 quarters since. The position peaked at $884K in Q3 2025. 274 funds tracked by Wall St. Rank hold CASH as of Q1 2026.

  • Voleon Capital Management held 4,873 shares of Pathward Financial worth $435K as of Q1 2026.
  • Voleon Capital Management sold 5,495 Pathward Financial shares in Q1 2026, an estimated $478K.
  • Pathward Financial made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #599 holding.
  • Voleon Capital Management first reported a position in Pathward Financial in Q3 2025 and has held it in 3 quarters since.
  • Voleon Capital Management's Pathward Financial position peaked at $884K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Pathward Financial as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.