Skip to main content

Cerity Partners LLC

Position in CASH — Pathward Financial, Inc.

CIK 1566475 NEW YORK, NY

Position in CASH

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$10,156,853
+$742,197 QoQ
Shares Held
116,665
+10.6% QoQ
Ownership
0.562%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 284 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in CASH Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $656,201,193 across 144 Banks - Regional names. CASH ranks #16 (1.5% 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
2026-06-30 $10,156,853 116,665
2026-03-31 $9,414,656 105,510
2025-12-31 $8,484,287 119,497
2023-03-31 $15,434 372