DIMENSIONAL FUND ADVISORS LP

Position in CASH — Pathward Financial, Inc.

CIK 354204 AUSTIN, TX

Back to CASH Full portfolio

Position in CASH

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$97,558,547

+$19,132,373 QoQ

Shares Held

1,093,338

-1.0% QoQ

Ownership

5.18%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91.30406150705454.ToString("F0")% Shared 6.434240829459874.ToString("F0")% None 2.2616976634855828.ToString("F0")%

Common Shares in CASH Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. CASH ranks #76 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	10,369,212	$539,302,712
2	FITB	Fifth Third Bancorp	10,918,284	$507,263,473
3	SSB	SouthState Bank Corp	4,934,851	$456,572,411
4	WBS	Webster Financial Corp	6,327,138	$439,229,916
5	PNFP	Pinnacle Financial Partners, Inc.	5,035,295	$433,740,309
6	BPOP	Popular, Inc.	3,222,266	$432,331,427
7	ZION	Zions Bancorporation, National Association /Ut/	7,477,126	$430,831,998
8	PNC	Pnc Financial Services Group, Inc.	2,070,265	$430,801,441

All Filings in CASH

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$97,558,547	1,093,338	-1.0%	Shares	Sole	2026-05-07
2025-12-31	$78,426,174	1,104,594	-2.9%	Shares	Sole	2026-02-12
2025-09-30	$84,225,820	1,138,033	-3.1%	Shares	Sole	2025-11-12
2025-06-30	$92,920,425	1,174,424	-9.2%	Shares	Sole	2025-08-12
2025-03-31	$94,324,056	1,292,996	-8.9%	Shares	Sole	2025-05-13
2024-12-31	$104,464,835	1,419,745	-3.2%	Shares	Sole	2025-02-13
2024-09-30	$96,838,979	1,467,035	-2.3%	Shares	Sole	2024-11-07
2024-06-30	$84,904,213	1,500,870	-0.7%	Shares	Sole	2024-08-09
2024-03-31	$76,315,510	1,511,797	-1.1%	Shares	Sole	2024-05-10
2023-12-31	$80,888,841	1,528,223	+0.6%	Shares	Sole	2024-02-07
2023-09-30	$69,996,281	1,518,687	+0.4%	Shares	Sole	2023-11-09
2023-06-30	$70,116,067	1,512,426	+1.3%	Shares	Sole	2023-08-09
2023-03-31	$61,968,257	1,493,571	+1.7%	Shares	Sole	2023-05-12
2022-12-31	$63,230,286	1,468,764	-0.1%	Shares	Sole	2023-02-09
2022-09-30	$48,467,448	1,470,493	-0.2%	Shares	Sole	2022-11-10
2022-06-30	$56,978,619	1,473,458	+0.4%	Shares	Sole	2022-08-12
2022-03-31	$80,570,550	1,467,053	+0.5%	Shares	Defined	2022-05-13
2021-12-31	$87,055,812	1,459,199	-2.4%	Shares	Defined	2022-02-09
2021-09-30	$78,491,659	1,495,649	-2.0%	Shares	Defined	2021-11-12
2021-06-30	$77,300,719	1,526,777	-8.7%	Shares	Defined	2021-08-12
2021-03-31	$75,774,405	1,672,355	-2.8%	Shares	Defined	2021-05-14
2020-12-31	$62,893,363	1,720,278	-0.8%	Shares	Defined	2021-03-08
2020-09-30	$33,335,264	1,734,405	-2.7%	Shares	Defined	2020-11-12
2020-06-30	$32,376,686	1,781,876	-1.7%	Shares	Defined	2020-08-13
2020-03-31	$39,387,981	1,813,443	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.