SHEETS SMITH WEALTH MANAGEMENT
Position in CASH — Pathward Financial, Inc.
CIK 1157436
WINSTON-SALEM, NC
Position in CASH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$712,150
-$3,385 QoQ
Shares Held
8,180
+2.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#14
of 50 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $19,936,090 across 16 Banks - Regional names. CASH ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,210 | $6,679,335 | |
| 2 | FNB |
Fnb Corp/Pa/
|
191,163 | $3,647,390 | |
| 3 | SFST |
Southern First Bancshares Inc
|
19,639 | $1,199,942 | |
| 4 | RNST |
Renasant Corp
|
22,044 | $937,751 | |
| 5 | TFC |
Truist Financial Corp
|
18,142 | $903,834 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,062 | $813,294 | |
| 7 | CAC |
Camden National Corp
|
14,683 | $796,112 | |
| 8 | CASH |
Pathward Financial, Inc.
This page
|
8,180 | $712,150 |
All Filings in CASH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,150 | 8,180 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $715,535 | 8,019 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $373,957 | 5,267 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $260,515 | 3,520 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $276,128 | 3,490 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||