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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

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

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. 33 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.
  • 33 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.