Moody Aldrich Partners LLC

Position in CASH — Pathward Financial, Inc.

CIK 936941 MARBLEHEAD, MA

Position in CASH

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$9,399,131

+$1,841,536 QoQ

Shares Held

105,336

-1.0% QoQ

Ownership

0.499%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 32.81309333940913.ToString("F0")% Shared 31.301739196476035.ToString("F0")% None 35.88516746411483.ToString("F0")%

Financial Services · as of Mar 31, 2026

Moody Aldrich Partners LLC holds $76,576,011 across 13 Banks - Regional names. CASH ranks #2 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INDB	Independent Bank Corp	144,008	$10,830,841
2	CASH	Pathward Financial, Inc. This page	105,336	$9,399,131
3	ONB	Old National Bancorp /In/	419,031	$9,260,585
4	WTFC	Wintrust Financial Corp	65,156	$9,052,774
5	COLB	Columbia Banking System, Inc.	327,350	$8,979,210
6	BKU	BankUnited, Inc.	130,332	$5,885,793
7	FIBK	First Interstate Bancsystem Inc	170,347	$5,689,589
8	UBSI	United Bankshares Inc/Wv	108,618	$4,498,957

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,399,131	105,336	-1.0%	Shares	Sole	2026-04-20
2025-12-31	$7,557,595	106,445	-4.6%	Shares	Sole	2026-01-30
2025-09-30	$8,257,517	111,573	-16.9%	Shares	Sole	2025-10-21
2025-06-30	$10,626,369	134,307	-1.5%	Shares	Sole	2025-08-04
2025-03-31	$9,947,097	136,355	-1.5%	Shares	Sole	2025-04-29
2024-12-31	$10,184,134	138,409	+11.5%	Shares	Sole	2025-01-23
2024-09-30	$8,192,963	124,117	+31.7%	Shares	Sole	2024-10-22
2024-06-30	$5,331,213	94,241	-6.3%	Shares	Sole	2024-07-24
2024-03-31	$5,076,016	100,555	-21.0%	Shares	Sole	2024-04-30
2023-12-31	$6,738,835	127,316	+41.1%	Shares	Sole	2024-01-26
2023-09-30	$4,157,318	90,200	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.