Position in CASH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$12,873,479
+$2,733,756 QoQ
Shares Held
144,273
+1.0% QoQ
Ownership
0.683%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $154,498,787 across 27 Banks - Regional names. CASH ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
151,073 | $31,436,780 | |
| 2 | SBCF |
Seacoast Banking Corp Of Florida
|
444,844 | $13,474,324 | |
| 3 | CASH |
Pathward Financial, Inc.
This page
|
144,273 | $12,873,479 | |
| 4 | EFSC |
Enterprise Financial Services Corp
|
236,638 | $12,804,482 | |
| 5 | SYBT |
Stock Yards Bancorp, Inc.
|
189,610 | $12,569,246 | |
| 6 | WTFC |
Wintrust Financial Corp
|
88,133 | $12,245,199 | |
| 7 | GABC |
German American Bancorp, Inc.
|
272,358 | $11,381,840 | |
| 8 | HOMB |
Home Bancshares Inc
|
383,944 | $10,339,611 |
All Filings in CASH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,873,479 | 144,273 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,139,723 | 142,813 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,525,332 | 142,215 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,770,924 | 123,495 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,208,042 | 112,516 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,342,842 | 99,794 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||