Moody Aldrich Partners LLC

Position in CASH — Pathward Financial, Inc.

CIK 936941 MARBLEHEAD, MA

Position in CASH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$8,093,184

-$1,305,947 QoQ

Shares Held

92,961

-11.7% QoQ

Ownership

0.448%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#47

of 284 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 44% Shared 39% None 18%

Financial Services · as of Jun 30, 2026

Moody Aldrich Partners LLC holds $85,780,559 across 14 Banks - Regional names. CASH ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INDB	Independent Bank Corp	114,219	$9,562,414
2	WTFC	Wintrust Financial Corp	57,414	$9,227,578
3	ONB	Old National Bancorp /In/	330,227	$8,552,879
4	COLB	Columbia Banking System, Inc.	261,163	$8,370,274
5	CASH	Pathward Financial, Inc. This page	92,961	$8,093,184
6	FIBK	First Interstate Bancsystem Inc	170,347	$6,568,580
7	CATY	Cathay General Bancorp	104,425	$6,473,305
8	UBSI	United Bankshares Inc/Wv	138,493	$6,347,134

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,093,184	92,961	-11.7%	Shares	Sole	2026-07-15
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.