Vision Retirement, LLC
PensionPosition in CASH — Pathward Financial, Inc.
CIK 2069023
RIDGEWOOD, NJ
Position in CASH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$20,981
New position
Shares Held
241
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#239
of 284 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Vision Retirement, LLC holds $94,786 across 6 Banks - Regional names. CASH ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
19 | $39,535 | |
| 2 | CASH |
Pathward Financial, Inc.
This page
|
241 | $20,981 | |
| 3 | FLG |
Flagstar Bank, National Association
|
714 | $10,667 | |
| 4 | BBT |
Beacon Financial Corp
|
309 | $9,409 | |
| 5 | CUBI |
Customers Bancorp, Inc.
|
95 | $7,514 | |
| 6 | NU |
Nu Holdings Ltd.
|
500 | $6,680 |
All Filings in CASH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,981 | 241 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||