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Pathward Financial, Inc. · Financial Services · Banks - Regional

83.59 +0.7% marktkapitalisatie $1.76B koers vertraagd (FMP) · per Aug 25 22:08 UTC — los van onderstaande aangiftegegevens

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
92Gevolgde houders
-1Δ houders
16.16MGehouden aandelen
$1.15BGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Falling Overtuigingsscore 47/100 6 kwartalen van stijgende gevolgde aandelen ●●●●●● Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders -1.1% · aandelenstroom -6.9% · netto nieuwe posities -1.1%formule
Brede distributie — dalende aandelen en minder houders

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
Q2 2026 100 +1 16.28M $1.42B +4 −3
Q1 2026 102 +10 16.20M $1.45B +12 −2
Q4 2025 92 -1 16.16M $1.15B −1
Q3 2025 17 +1 11.35M $839.86M +1
Q2 2025 13 0 10.01M $792.08M +1 −1
Q1 2025 10 0 2.88M $210.28M +2 −2
Q4 2024 10 0 2.76M $202.86M +1 −1
Q3 2024 9 0 1.29M $85.03M
Q2 2024 9 1.19M $67.35M
Aantal houders
Wie het bezit · Q4 2025
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
1 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
2 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
3 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
4 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
5 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
6 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
7 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
8 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
9 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
10 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
11 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
12 BlackRock (passief) 3.27M -1.1% $232.42M 0.0% ▼ Trim 3 SEC ↗
13 Fidelity (FMR) 1.72M -17.2% $121.93M 0.0% ▼ Trim 3 SEC ↗
14 Fidelity (FMR) 1.72M -17.2% $121.93M 0.0% ▼ Trim 3 SEC ↗
15 Fidelity (FMR) 1.72M -17.2% $121.93M 0.0% ▼ Trim 3 SEC ↗
16 Fidelity (FMR) 1.72M -17.2% $121.93M 0.0% ▼ Trim 3 SEC ↗
17 The Vanguard Group (passief) 1.52M -18.3% $107.71M 0.0% ▼ Trim 3 SEC ↗
18 The Vanguard Group (passief) 1.52M -18.3% $107.71M 0.0% ▼ Trim 3 SEC ↗
19 The Vanguard Group (passief) 1.52M -18.3% $107.71M 0.0% ▼ Trim 3 SEC ↗
20 The Vanguard Group (passief) 1.52M -18.3% $107.71M 0.0% ▼ Trim 3 SEC ↗
21 The Vanguard Group (passief) 1.52M -18.3% $107.71M 0.0% ▼ Trim 3 SEC ↗
22 State Street Global Advisors (passief) 1.29M -7.0% $92.00M 0.0% ▼ Trim 5 SEC ↗
23 American Century Companies Inc 1.19M $84.37M 0.0% n/c 1 SEC ↗
24 Dimensional Fund Advisors Lp 1.10M $78.43M 0.0% n/c 1 SEC ↗
25 Dimensional Fund Advisors Lp 1.10M $78.43M 0.0% n/c 1 SEC ↗
26 Dimensional Fund Advisors Lp 1.10M $78.43M 0.0% n/c 1 SEC ↗
27 Dimensional Fund Advisors Lp 1.10M $78.43M 0.0% n/c 1 SEC ↗
28 Dimensional Fund Advisors Lp 1.10M $78.43M 0.0% n/c 1 SEC ↗
29 Geode Capital Management (passief) 692.12K -1.1% $49.15M 0.0% ▼ Trim 7 SEC ↗
30 Geode Capital Management (passief) 692.12K -1.1% $49.15M 0.0% ▼ Trim 7 SEC ↗
31 JPMorgan Chase 338.03K -57.0% $24.00M 0.0% ▼ Trim 2 SEC ↗
32 JPMorgan Chase 338.03K -57.0% $24.00M 0.0% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 338.03K -57.0% $24.00M 0.0% ▼ Trim 2 SEC ↗
34 JPMorgan Chase 338.03K -57.0% $24.00M 0.0% ▼ Trim 2 SEC ↗
35 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
36 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
37 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
38 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
39 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
40 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
41 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
42 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
43 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
44 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
45 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
46 Morgan Stanley 320.21K -27.9% $22.74M 0.0% ▼ Trim 2 SEC ↗
47 Charles Schwab Investment… 274.77K $19.51M 0.0% n/c 1 SEC ↗
48 Northern Trust Corp 249.43K $17.71M 0.0% n/c 1 SEC ↗
49 Northern Trust Corp 249.43K $17.71M 0.0% n/c 1 SEC ↗
50 Northern Trust Corp 249.43K $17.71M 0.0% n/c 1 SEC ↗
51 Northern Trust Corp 249.43K $17.71M 0.0% n/c 1 SEC ↗
52 Northern Trust Corp 249.43K $17.71M 0.0% n/c 1 SEC ↗
53 Northern Trust Corp 249.43K $17.71M 0.0% n/c 1 SEC ↗
54 Northern Trust Corp 249.43K $17.71M 0.0% n/c 1 SEC ↗
55 Goldman Sachs Group 247.83K +30.9% $17.60M 0.0% ▲ Add 2 SEC ↗
56 Goldman Sachs Group 247.83K +30.9% $17.60M 0.0% ▲ Add 2 SEC ↗
57 Nuveen, LLC 218.51K $15.51M 0.0% n/c 1 SEC ↗
58 Nuveen, LLC 218.51K $15.51M 0.0% n/c 1 SEC ↗
59 Nuveen, LLC 218.51K $15.51M 0.0% n/c 1 SEC ↗
60 Invesco Ltd. 215.83K $15.32M 0.0% n/c 1 SEC ↗
61 Invesco Ltd. 215.83K $15.32M 0.0% n/c 1 SEC ↗
62 Invesco Ltd. 215.83K $15.32M 0.0% n/c 1 SEC ↗
63 Invesco Ltd. 215.83K $15.32M 0.0% n/c 1 SEC ↗
64 Invesco Ltd. 215.83K $15.32M 0.0% n/c 1 SEC ↗
65 Qube Research & Technologies Ltd 210.84K $14.97M 0.0% n/c 1 SEC ↗
66 Millennium Management 204.44K +181.6% $14.52M 0.0% ▲ Add 7 SEC ↗
67 Two Sigma Investments 187.99K +5.2% $13.35M 0.0% ▲ Add 7 SEC ↗
68 Bank of New York Mellon Corp 167.31K $11.88M 0.0% n/c 1 SEC ↗
69 Bank of New York Mellon Corp 167.31K $11.88M 0.0% n/c 1 SEC ↗
70 Bank of New York Mellon Corp 167.31K $11.88M 0.0% n/c 1 SEC ↗
71 Bank of New York Mellon Corp 167.31K $11.88M 0.0% n/c 1 SEC ↗
72 Bank of New York Mellon Corp 167.31K $11.88M 0.0% n/c 1 SEC ↗
73 Bank of New York Mellon Corp 167.31K $11.88M 0.0% n/c 1 SEC ↗
74 Bank of New York Mellon Corp 167.31K $11.88M 0.0% n/c 1 SEC ↗
75 Allspring Global Investments… 159.67K $11.48M 0.0% n/c 1 SEC ↗
76 Allspring Global Investments… 159.67K $11.48M 0.0% n/c 1 SEC ↗
77 Allspring Global Investments… 159.67K $11.48M 0.0% n/c 1 SEC ↗
78 Clearbridge Investments, LLC 155.24K $11.02M 0.0% n/c 1 SEC ↗
79 Wellington Management 151.99K -13.1% $10.79M 0.0% ▼ Trim 4 SEC ↗
80 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
81 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
82 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
83 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
84 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
85 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
86 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
87 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
88 UBS AM, a distinct business unit of… 151.77K $10.78M 0.0% n/c 1 SEC ↗
89 Deutsche Bank Ag\ 145.84K $10.35M 0.0% n/c 1 SEC ↗
90 Deutsche Bank Ag\ 145.84K $10.35M 0.0% n/c 1 SEC ↗
91 Deutsche Bank Ag\ 145.84K $10.35M 0.0% n/c 1 SEC ↗
92 Connor, Clark & Lunn Investment… 144.94K $10.29M 0.0% n/c 1 SEC ↗
93 Cerity Partners LLC 119.50K $8.48M 0.0% n/c 1 SEC ↗
94 Cerity Partners LLC 119.50K $8.48M 0.0% n/c 1 SEC ↗
95 Cerity Partners LLC 119.50K $8.48M 0.0% n/c 1 SEC ↗
96 D. E. Shaw & Co. 112.26K +20.7% $7.97M 0.0% ▲ Add 7 SEC ↗
97 Principal Financial Group Inc 108.90K $7.73M 0.0% n/c 1 SEC ↗
98 Principal Financial Group Inc 108.90K $7.73M 0.0% n/c 1 SEC ↗
99 Mercer Global Advisors Inc /Adv 11.51K $7.01M 0.0% n/c 1 SEC ↗
100 State Of Wisconsin Investment Board 95.50K $6.78M 0.0% n/c 1 SEC ↗

"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.

Nieuwe kopers

Geen nieuwe bijgehouden kopers dit kwartaal.

Verlaten

Marshall Wace $791,018 was 0.0%

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 275 houders, 20.38M aandelen, $1.88B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.

Vaak gezamenlijk in bezit

Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.

Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR. Rapportageperiode: Q4 2025 · Methodologie · Verkrijg dit via de API