UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in CASH — Pathward Financial, Inc.
CIK 861177
NEW YORK, NY
Position in CASH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$13,856,255
+$3,080,727 QoQ
Shares Held
155,287
+2.3% QoQ
Ownership
0.736%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 66.8310933948109.ToString("F0")%
Shared 0.ToString("F0")%
None 33.1689066051891.ToString("F0")%
Common Shares in CASH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,373,850,219 across 260 Banks - Regional names. CASH ranks #32 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,568,674 | $742,605,368 | |
| 2 | USB |
US Bancorp De
|
12,530,419 | $651,707,086 | |
| 3 | TFC |
Truist Financial Corp
|
9,106,421 | $418,622,168 | |
| 4 | NU |
Nu Holdings Ltd.
|
27,230,717 | $391,305,401 | |
| 5 | BAP |
Credicorp Ltd
|
1,113,106 | $377,543,289 | |
| 6 | FHN |
First Horizon Corp
|
14,284,824 | $325,122,590 | |
| 7 | FITB |
Fifth Third Bancorp
|
6,334,567 | $294,303,977 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
16,373,151 | $256,239,809 |
All Filings in CASH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,856,255 | 155,287 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $10,775,528 | 151,768 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,827,973 | 200,351 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $25,728,079 | 325,178 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,816,201 | 312,765 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $23,466,938 | 318,931 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,443,279 | 324,849 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $19,983,006 | 353,244 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,484,054 | 247,307 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $17,061,559 | 322,342 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,096,882 | 349,249 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,659,866 | 380,929 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,804,741 | 380,929 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $14,210,272 | 431,137 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,297,519 | 473,171 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,199,194 | 422,418 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $22,902,874 | 383,890 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,463,992 | 66,006 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,196,580 | 43,385 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,195,230 | 26,379 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $911,439 | 24,930 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $582,749 | 30,320 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $550,913 | 30,320 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $705,051 | 32,461 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||