Cambria Investment Management, L.P.
Position in CASH — Pathward Financial, Inc.
CIK 1529389
Manhattan Beach, CA
Position in CASH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,017,400
+$224,117 QoQ
Shares Held
11,402
+2.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cambria Investment Management, L.P. holds $54,528,204 across 25 Banks - Regional names. CASH ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
166,336 | $9,975,169 | |
| 2 | TFC |
Truist Financial Corp
|
201,224 | $9,250,267 | |
| 3 | FIBK |
First Interstate Bancsystem Inc
|
276,842 | $9,246,522 | |
| 4 | FITB |
Fifth Third Bancorp
|
196,837 | $9,145,047 | |
| 5 | MTB |
M&T Bank Corp
|
44,145 | $9,125,654 | |
| 6 | CASH |
Pathward Financial, Inc.
This page
|
11,402 | $1,017,400 | |
| 7 | UMBF |
Umb Financial Corp
|
6,264 | $706,516 | |
| 8 | FHN |
First Horizon Corp
|
30,998 | $705,514 |
All Filings in CASH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,017,400 | 11,402 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $793,283 | 11,173 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $671,122 | 9,068 | Shares | Other | 2025-12-01 | |
| 2025-06-30 | $594,349 | 7,512 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $550,334 | 7,544 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $419,406 | 5,700 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $367,741 | 5,571 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $412,565 | 7,293 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $270,522 | 5,359 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $554,018 | 10,467 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $437,071 | 9,483 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $514,920 | 11,107 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $566,711 | 13,659 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $267,240 | 4,866 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $250,273 | 4,195 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $220,153 | 4,195 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $212,392 | 4,195 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||