Pathward Financial, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+3.44%
vs ±7.4% implied · ×0.46
shaded = implied · ▲▼ = realized
Pathward Financial, Inc.
75.13
No thesis.
Fund move
Fund move
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $270.3M | 14.99% | −1.75% | |
| 2 | FMRFMR | $157.0M | 8.71% | −7.81% | |
| 3 | State StreetState Streetindex-like | $125.3M | 6.95% | +8.29% | |
| 4 | American Century CompaniesAmerican Century Companies | $110.6M | 6.13% | +11.55% | |
| 5 | Dimensional Fund AdvisorsDimensional | $92.7M | 5.14% | −2.61% | |
| 6 | Geode Capital ManagementGeodeindex-like | $63.8M | 3.54% | +4.77% | |
| 7 | Vanguard Capital ManagementVanguardindex-like | $63.5M | 3.52% | −2.79% | |
| 8 | Earnest PartnersEarnest Partners | $49.5M | 2.75% | −0.80% | |
| 9 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $38.6M | 2.14% | +1.50% | |
| 10 | Neumeier Poma Investment CounselNeumeier Poma | $30.6M | 1.70% | −1.22% | |
| 11 | Allspring Global Investments HoldingsAllspring Global | $30.4M | 1.69% | +45.73% | |
| 12 | Qube Research & TechnologiesQube Research & Technologies | $25.9M | 1.44% | +438.55% | |
| 13 | JPMorgan ChaseJPMorgan Chase | $24.7M | 1.37% | +3.67% | |
| 14 | Bank of AmericaBank of America | $24.3M | 1.35% | −7.57% | |
| 15 | Mawer Investment ManagementMawer | $23.7M | 1.31% | +1.16% | |
| 16 | Charles Schwab Investment ManagementCharles Schwabindex-like | $23.4M | 1.30% | +0.55% | |
| 17 | New York State Common Retirement FundNew York State Common Retirement Fund | $23.0M | 1.27% | +0.04% | |
| 18 | D. E. ShawD. E. Shaw | $22.3M | 1.24% | +93.36% | |
| 19 | Morgan StanleyMorgan Stanley | $21.4M | 1.19% | +3.35% | |
| 20 | Northern TrustNorthern Trustindex-like | $20.6M | 1.14% | −7.94% | |
| 21 | Goldman Sachs GroupGoldman Sachs | $19.9M | 1.10% | +14.18% | |
| 22 | Elgethun Capital ManagementElgethun | $18.3M | 1.02% | +3.33% | |
| 23 | Clearbridge InvestmentsClearbridge | $18.2M | 1.01% | −0.29% | |
| 24 | Panagora Asset ManagementPanagora | $15.8M | 0.87% | +3.55% | |
| 25 | Millennium ManagementMillennium | $14.5M | 0.80% | +87.12% |
282 managers report $1.8B of Pathward Financial on form 13F for the quarter ended Jun 30 '26. 34 of them hold 80% of it; BlackRock is largest at 14.99%.
Expected move
No implied move.
Linked news
NewsNo implied move.
No implied move.