Wedge Capital Management’s Pathward Financial CASH Stock Holding History

Wedge 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 Q2	$1.19M	Buy	13,707 +1,113	+9%	+$96.3K	0.02%	394
2026 Q1	$1.12M	Sell	12,594 -1,878	-13%	-$164K	0.02%	424
2025 Q4	$1.03M	Buy	14,472 +296	+2%	+$21.2K	0.02%	424
2025 Q3	$1.05M	Buy	14,176 +361	+3%	+$28.1K	0.02%	427
2025 Q2	$1.09M	Sell	13,815 -708	-5%	-$54.2K	0.02%	417
2025 Q1	$1.06M	Buy	14,523 +2,035	+16%	+$155K	0.02%	421
2024 Q4	$919K	Sell	12,488 -905	-7%	-$69K	0.02%	434
2024 Q3	$884K	Buy	+13,393	New	+$861K	0.02%	430

Other funds holding CASH

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Wedge Capital Management's CASH Position: Q2 2026 in Review

Wedge Capital Management increased its Pathward Financial (CASH) stake by 8.8% in Q2 2026, buying an estimated $96.3K and bringing the position to 13,707 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #394.

Wedge Capital Management first reported a position in CASH in Q3 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

Wedge Capital Management held 13,707 shares of Pathward Financial worth $1.19M as of Q2 2026.
Wedge Capital Management bought 1,113 Pathward Financial shares in Q2 2026, an estimated $96.3K.
Pathward Financial made up 0.02% of Wedge Capital Management's portfolio in Q2 2026, its #394 holding.
Wedge Capital Management first reported a position in Pathward Financial in Q3 2024 and has held it in 8 quarters since.
40 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.