Запись по ценной бумаге · архивный квартал
CASH
Pathward Financial, Inc. · Financial Services · Banks - Regional
102Отслеживаемые держатели
+10Δ держателей
16.20MАкций в держании
$1.45BОтчётная стоимость
+12Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +10.9% ·
поток акций +5.3% ·
новые чистые позиции +9.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 1.96M | +13.9% | $174.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.96M | +13.9% | $174.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 1.96M | +13.9% | $174.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 1.96M | +13.9% | $174.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (пассивный) | 1.33M | +2.6% | $118.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | American Century Companies Inc | 1.14M | -4.2% | $101.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 1.09M | -1.0% | $97.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 1.09M | -1.0% | $97.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 1.09M | -1.0% | $97.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Dimensional Fund Advisors Lp | 1.09M | -1.0% | $97.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Dimensional Fund Advisors Lp | 1.09M | -1.0% | $97.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 302.50K | +571.3% | $26.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 302.50K | +571.3% | $26.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 302.50K | +571.3% | $26.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 302.50K | +571.3% | $26.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 302.50K | +571.3% | $26.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 274.96K | -18.7% | $24.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 274.96K | -18.7% | $24.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 274.96K | -18.7% | $24.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 274.96K | -18.7% | $24.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 274.96K | -18.7% | $24.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 274.96K | -18.7% | $24.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 274.96K | -18.7% | $24.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 269.96K | +43.6% | $24.09M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Charles Schwab Investment… | 267.44K | -2.7% | $23.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | New York State Common Retirement… | 263.91K | +750.1% | $23.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northern Trust Corp | 257.13K | +3.1% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northern Trust Corp | 257.13K | +3.1% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Northern Trust Corp | 257.13K | +3.1% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northern Trust Corp | 257.13K | +3.1% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northern Trust Corp | 257.13K | +3.1% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northern Trust Corp | 257.13K | +3.1% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 257.13K | +3.1% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 199.74K | -19.4% | $17.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 199.74K | -19.4% | $17.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Principal Financial Group Inc | 151.89K | +39.5% | $13.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Principal Financial Group Inc | 151.89K | +39.5% | $13.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Wellington Management ✦ | 147.70K | -2.8% | $13.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 143.56K | -1.6% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Deutsche Bank Ag\ | 143.56K | -1.6% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Deutsche Bank Ag\ | 143.56K | -1.6% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Invesco Ltd. | 138.91K | -35.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Invesco Ltd. | 138.91K | -35.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Invesco Ltd. | 138.91K | -35.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Invesco Ltd. | 138.91K | -35.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Invesco Ltd. | 138.91K | -35.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | D. E. Shaw & Co. ✦ | 132.41K | +17.9% | $11.81M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 68 | D. E. Shaw & Co. ✦ | 132.41K | +17.9% | $11.81M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 69 | Sei Investments Co | 131.37K | +1637.5% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Sei Investments Co | 131.37K | +1637.5% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Wells Fargo & Company/Mn | 93.21K | +271.1% | $8.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Wells Fargo & Company/Mn | 93.21K | +271.1% | $8.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Wells Fargo & Company/Mn | 93.21K | +271.1% | $8.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | State Of Wisconsin Investment Board | 87.80K | -8.1% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | First Trust Advisors Lp | 85.41K | +42.5% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Franklin Resources Inc | 69.01K | +45.4% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Franklin Resources Inc | 69.01K | +45.4% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Franklin Resources Inc | 69.01K | +45.4% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Franklin Resources Inc | 69.01K | +45.4% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Franklin Resources Inc | 69.01K | +45.4% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Wcm Investment Management, Llc | 62.46K | Новый | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 82 | Rhumbline Advisers | 60.38K | -2.3% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Legal & General Group Plc | 55.76K | -11.8% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Legal & General Group Plc | 55.76K | -11.8% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Legal & General Group Plc | 55.76K | -11.8% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Federated Hermes, Inc. | 54.28K | +1.9% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Federated Hermes, Inc. | 54.28K | +1.9% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Renaissance Technologies ✦ | 46.06K | Новый | $4.11M | 0.0% | New | 1 | SEC ↗ |
| 89 | Ameriprise Financial Inc | 40.69K | -13.4% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Ameriprise Financial Inc | 40.69K | -13.4% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Ameriprise Financial Inc | 40.69K | -13.4% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bnp Paribas Financial Markets | 37.64K | +12.9% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Raymond James Financial Inc | 32.34K | +400.6% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Raymond James Financial Inc | 32.34K | +400.6% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Citigroup Inc | 29.43K | -10.0% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Citigroup Inc | 29.43K | -10.0% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | California State Teachers… | 28.60K | +32.5% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | T. Rowe Price ✦ | 24.89K | +16.6% | $2.22M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 99 | Royal Bank Of Canada | 24.35K | +414.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Royal Bank Of Canada | 24.35K | +414.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Wcm Investment Management, Llc | $5.49M | 0.0% |
| Renaissance Technologies | $4.11M | 0.0% |
Закрыто
| Arrowstreet Capital | $816,997 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 275 держатели, 20.38M акции, $1.88B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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