OPPENHEIMER ASSET MANAGEMENT INC.
Position in CASH — Pathward Financial, Inc.
CIK 1269119
NEW YORK, NY
Position in CASH
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,455,788
New position
Shares Held
27,522
first reported quarter
Ownership
0.130%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $132,979,731 across 38 Banks - Regional names. CASH ranks #17 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
104,153 | $21,530,507 | |
| 2 | TFC |
Truist Financial Corp
|
416,327 | $19,138,551 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
114,073 | $9,826,245 | |
| 4 | FHN |
First Horizon Corp
|
414,208 | $9,427,373 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
39,710 | $8,263,250 | |
| 6 | UMBF |
Umb Financial Corp
|
44,091 | $4,973,023 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
113,931 | $4,719,022 | |
| 8 | BPOP |
Popular, Inc.
|
33,994 | $4,560,974 |
All Filings in CASH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,455,788 | 27,522 | Shares | Other | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||