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Clearbridge Investments, LLC

Position in CASH — Pathward Financial, Inc.

CIK 1348883 NEW YORK, NY

Position in CASH

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$18,668,611
+$7,646,358 QoQ
Shares Held
209,219
+34.8% QoQ
Ownership
0.991%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 99.98757283038347.ToString("F0")% Shared 0.ToString("F0")% None 0.012427169616526222.ToString("F0")%

Common Shares in CASH Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

Clearbridge Investments, LLC holds $1,379,331,060 across 21 Banks - Regional names. CASH ranks #12 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CASH

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $18,668,611 209,219
2025-12-31 $11,022,253 155,243
2025-09-30 $11,650,802 157,422
2025-06-30 $10,047,211 126,987