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Yousif Capital Management’s Pathward Financial CASH Stock Holding History

Yousif 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 		$498K Sell
5,718
-157
-3% -$13.6K 0.01% 1353
2026
Q1 		$524K Sell
5,875
-299
-5% -$26K 0.01% 1369
2025
Q4 		$458K Sell
6,174
-929
-13% -$66.6K 0.01% 1453
2025
Q3 		$526K Sell
7,103
-1,704
-19% -$133K 0.01% 1415
2025
Q2 		$697K Sell
8,807
-17
-0.2% -$1.3K 0.01% 1310
2025
Q1 		$644K Sell
8,824
-614
-7% -$46.8K 0.01% 1331
2024
Q4 		$694K Sell
9,438
-332
-3% -$25.3K 0.01% 1336
2024
Q3 		$645K Sell
9,770
-405
-4% -$26K 0.01% 1389
2024
Q2 		$576K Sell
10,175
-1,407
-12% -$74K 0.01% 1405
2024
Q1 		$585K Sell
11,582
-2,643
-19% -$134K 0.01% 1455
2023
Q4 		$753K Buy
14,225
+1,168
+9% +$57.4K 0.01% 1361
2023
Q3 		$602K Sell
13,057
-1,235
-9% -$61.5K 0.01% 1401
2023
Q2 		$663K Sell
14,292
-1,292
-8% -$58K 0.01% 1366
2023
Q1 		$647K Sell
15,584
-2,760
-15% -$130K 0.01% 1367
2022
Q4 		$790K Sell
18,344
-7,375
-29% -$303K 0.01% 1296
2022
Q3 		$848K Sell
25,719
-797
-3% -$28.6K 0.01% 1269
2022
Q2 		$1.02M Sell
26,516
-1,940
-7% -$82.7K 0.01% 1222
2022
Q1 		$1.56M Sell
28,456
-750
-3% -$42.6K 0.02% 1113
2021
Q4 		$1.74M Buy
+29,206
New +$1.74M 0.02% 1078

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 $3.38T AUM 44.17% 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

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

Yousif Capital Management reduced its Pathward Financial (CASH) stake by 2.7% in Q2 2026, selling an estimated $13.6K and leaving 5,718 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #1353.

Yousif Capital Management first reported a position in CASH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.74M in Q4 2021. 283 funds tracked by Wall St. Rank hold CASH as of Q2 2026.

  • Yousif Capital Management held 5,718 shares of Pathward Financial worth $498K as of Q2 2026.
  • Yousif Capital Management sold 157 Pathward Financial shares in Q2 2026, an estimated $13.6K.
  • Pathward Financial made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1353 holding.
  • Yousif Capital Management first reported a position in Pathward Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Pathward Financial position peaked at $1.74M in Q4 2021.
  • 283 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.