Trade Filings
Gestores Acciones Declaraciones Superinversores
Señales Compra institucional Venta institucional Actividad de insiders 13D & 13G Watch Rotación sectorial
Herramientas Selector de acciones Filtro de gestores Comparar gestores Cestas de consenso Todas las herramientas de investigación API de datos
Aprender e IA Aprender Consultar los datos Agentes de IA
Noticias ★ Guardado
Acerca de Acerca de nosotros Metodología Contacto Aviso legal
Lector
PLANES DE DATOS

Descargas de datos históricos — disponibles próximamente con cuentas.

GATEWAY DE API

Acceso JSON gratuito de solo lectura a los datos en caché del sitio.

Modo oscuro

🧭 Vista guiada
¿Nuevo en los mercados — precios, rendimientos, YTD, capitalización bursátil? Explicamos cada término mientras navega, en lenguaje claro. Los mismos datos, con la ayuda integrada.

⚡ Opinión experta
Ya conoces el mercado. Solo los datos — limpios, rápidos y compactos, sin explicaciones adicionales. Esta es la vista predeterminada.

Idioma de la interfaz
Ficha del valor

CASH

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

83.59 +0.7% cap. de mercado $1.76B cotización diferida (FMP) · a fecha de Aug 25 22:08 UTC — independiente de los datos del archivo a continuación

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
100Tenedores rastreados
+1Δ titulares
16.28MAcciones mantenidas
$1.42BValor declarado
+4Nuevas posiciones
−3Cierres
Stable Puntuación de convicción 54/100 8 trimestres de incremento en acciones rastreadas ●●●●●● Cómo se calculan estos datos → Explicar esto en el Research Desk →

Señales de momentum (gestores comparables): amplitud de titulares +1.0% · flujo de acciones +0.8% · nuevas posiciones netas +1.0%fórmula
Acumulación amplia — aumento de acciones entre más titulares

Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026

Participación a lo largo del tiempo
TrimestreTitularesΔAccionesValor declaradoNuevoCierres
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
Recuento de titulares
Quién lo tiene en cartera · Q2 2026
#GestorAccionesΔ accionesValorSu ponderaciónMantenida
1 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
2 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
3 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
4 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
5 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
6 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
7 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
8 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
9 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
10 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
11 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
12 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
13 BlackRock (pasivo) 3.10M -1.8% $270.27M 0.0% ▼ Trim 5 SEC ↗
14 Fidelity (FMR) 1.80M -7.8% $157.04M 0.0% ▼ Trim 5 SEC ↗
15 Fidelity (FMR) 1.80M -7.8% $157.04M 0.0% ▼ Trim 5 SEC ↗
16 Fidelity (FMR) 1.80M -7.8% $157.04M 0.0% ▼ Trim 5 SEC ↗
17 Fidelity (FMR) 1.80M -7.8% $157.04M 0.0% ▼ Trim 5 SEC ↗
18 State Street Global Advisors (pasivo) 1.44M +8.3% $125.34M 0.0% ▲ Add 7 SEC ↗
19 American Century Companies Inc 1.27M +11.6% $110.56M 0.0% ▲ Add 3 SEC ↗
20 Dimensional Fund Advisors Lp 1.06M -2.6% $92.71M 0.0% ▼ Trim 3 SEC ↗
21 Dimensional Fund Advisors Lp 1.06M -2.6% $92.71M 0.0% ▼ Trim 3 SEC ↗
22 Dimensional Fund Advisors Lp 1.06M -2.6% $92.71M 0.0% ▼ Trim 3 SEC ↗
23 Dimensional Fund Advisors Lp 1.06M -2.6% $92.71M 0.0% ▼ Trim 3 SEC ↗
24 Dimensional Fund Advisors Lp 1.06M -2.6% $92.71M 0.0% ▼ Trim 3 SEC ↗
25 Geode Capital Management (pasivo) 733.10K +4.8% $63.83M 0.0% ▲ Add 9 SEC ↗
26 Geode Capital Management (pasivo) 733.10K +4.8% $63.83M 0.0% ▲ Add 9 SEC ↗
27 Vanguard Capital Management Llc 729.20K -2.8% $63.48M 0.0% ▼ Trim 2 SEC ↗
28 Allspring Global Investments… 339.29K +45.7% $30.43M 0.0% ▲ Add 3 SEC ↗
29 Allspring Global Investments… 339.29K +45.7% $30.43M 0.0% ▲ Add 3 SEC ↗
30 Allspring Global Investments… 339.29K +45.7% $30.43M 0.0% ▲ Add 3 SEC ↗
31 Qube Research & Technologies Ltd 297.33K +438.6% $25.89M 0.0% ▲ Add 3 SEC ↗
32 JPMorgan Chase 285.04K +3.7% $24.72M 0.0% ▲ Add 4 SEC ↗
33 JPMorgan Chase 285.04K +3.7% $24.72M 0.0% ▲ Add 4 SEC ↗
34 JPMorgan Chase 285.04K +3.7% $24.72M 0.0% ▲ Add 4 SEC ↗
35 JPMorgan Chase 285.04K +3.7% $24.72M 0.0% ▲ Add 4 SEC ↗
36 JPMorgan Chase 285.04K +3.7% $24.72M 0.0% ▲ Add 4 SEC ↗
37 JPMorgan Chase 285.04K +3.7% $24.72M 0.0% ▲ Add 4 SEC ↗
38 Bank Of America Corp /De/ 279.60K -7.6% $24.34M 0.0% ▼ Trim 3 SEC ↗
39 Bank Of America Corp /De/ 279.60K -7.6% $24.34M 0.0% ▼ Trim 3 SEC ↗
40 Bank Of America Corp /De/ 279.60K -7.6% $24.34M 0.0% ▼ Trim 3 SEC ↗
41 Bank Of America Corp /De/ 279.60K -7.6% $24.34M 0.0% ▼ Trim 3 SEC ↗
42 Bank Of America Corp /De/ 279.60K -7.6% $24.34M 0.0% ▼ Trim 3 SEC ↗
43 Charles Schwab Investment… 268.91K +0.6% $23.41M 0.0% ▲ Add 3 SEC ↗
44 New York State Common Retirement… 264.01K 0.0% $22.98M 0.0% ▲ Add 3 SEC ↗
45 D. E. Shaw & Co. 256.03K +93.4% $22.29M 0.0% ▲ Add 9 SEC ↗
46 D. E. Shaw & Co. 256.03K +93.4% $22.29M 0.0% ▲ Add 9 SEC ↗
47 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
48 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
49 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
50 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
51 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
52 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
53 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
54 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
55 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
56 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
57 Morgan Stanley 245.92K +3.4% $21.41M 0.0% ▲ Add 4 SEC ↗
58 Northern Trust Corp 236.71K -7.9% $20.61M 0.0% ▼ Trim 3 SEC ↗
59 Northern Trust Corp 236.71K -7.9% $20.61M 0.0% ▼ Trim 3 SEC ↗
60 Northern Trust Corp 236.71K -7.9% $20.61M 0.0% ▼ Trim 3 SEC ↗
61 Northern Trust Corp 236.71K -7.9% $20.61M 0.0% ▼ Trim 3 SEC ↗
62 Northern Trust Corp 236.71K -7.9% $20.61M 0.0% ▼ Trim 3 SEC ↗
63 Northern Trust Corp 236.71K -7.9% $20.61M 0.0% ▼ Trim 3 SEC ↗
64 Goldman Sachs Group 228.06K +14.2% $19.86M 0.0% ▲ Add 4 SEC ↗
65 Goldman Sachs Group 228.06K +14.2% $19.86M 0.0% ▲ Add 4 SEC ↗
66 Clearbridge Investments, LLC 208.62K -0.3% $18.16M 0.0% ▼ Trim 3 SEC ↗
67 Millennium Management 166.53K +87.1% $14.50M 0.0% ▲ Add 9 SEC ↗
68 Bank of New York Mellon Corp 159.87K +0.4% $13.92M 0.0% ▲ Add 3 SEC ↗
69 Bank of New York Mellon Corp 159.87K +0.4% $13.92M 0.0% ▲ Add 3 SEC ↗
70 Bank of New York Mellon Corp 159.87K +0.4% $13.92M 0.0% ▲ Add 3 SEC ↗
71 Bank of New York Mellon Corp 159.87K +0.4% $13.92M 0.0% ▲ Add 3 SEC ↗
72 Bank of New York Mellon Corp 159.87K +0.4% $13.92M 0.0% ▲ Add 3 SEC ↗
73 Bank of New York Mellon Corp 159.87K +0.4% $13.92M 0.0% ▲ Add 3 SEC ↗
74 Bank of New York Mellon Corp 159.87K +0.4% $13.92M 0.0% ▲ Add 3 SEC ↗
75 UBS Group AG 154.95K +31.3% $13.49M 0.0% ▲ Add 3 SEC ↗
76 UBS Group AG 154.95K +31.3% $13.49M 0.0% ▲ Add 3 SEC ↗
77 UBS Group AG 154.95K +31.3% $13.49M 0.0% ▲ Add 3 SEC ↗
78 UBS Group AG 154.95K +31.3% $13.49M 0.0% ▲ Add 3 SEC ↗
79 Principal Financial Group Inc 152.26K +0.2% $13.26M 0.0% ▲ Add 3 SEC ↗
80 Principal Financial Group Inc 152.26K +0.2% $13.26M 0.0% ▲ Add 3 SEC ↗
81 Deutsche Bank Ag\ 148.12K +3.2% $12.89M 0.0% ▲ Add 3 SEC ↗
82 Deutsche Bank Ag\ 148.12K +3.2% $12.89M 0.0% ▲ Add 3 SEC ↗
83 Deutsche Bank Ag\ 148.12K +3.2% $12.89M 0.0% ▲ Add 3 SEC ↗
84 Two Sigma Investments 144.36K -46.5% $12.57M 0.0% ▼ Trim 9 SEC ↗
85 Sei Investments Co 138.46K +5.4% $12.05M 0.0% ▲ Add 3 SEC ↗
86 Sei Investments Co 138.46K +5.4% $12.05M 0.0% ▲ Add 3 SEC ↗
87 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
88 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
89 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
90 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
91 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
92 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
93 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
94 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
95 UBS AM, a distinct business unit of… 138.07K -11.1% $12.02M 0.0% ▼ Trim 3 SEC ↗
96 Nuveen, LLC 128.57K -31.2% $11.19M 0.0% ▼ Trim 3 SEC ↗
97 Nuveen, LLC 128.57K -31.2% $11.19M 0.0% ▼ Trim 3 SEC ↗
98 Nuveen, LLC 128.57K -31.2% $11.19M 0.0% ▼ Trim 3 SEC ↗
99 Cerity Partners LLC 116.67K +10.6% $10.16M 0.0% ▲ Add 3 SEC ↗
100 Cerity Partners LLC 116.67K +10.6% $10.16M 0.0% ▲ Add 3 SEC ↗

«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.

Nuevos compradores

Sin nuevos compradores rastreados este trimestre.

Posición cerrada

Jane Street Group, Llc $14.56M era 0.0%
Wealth Enhancement Advisory… $464,223 era 0.0%
Commonwealth Equity Services… $201,500 era 0.0%

Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 275 tenedores, 20.38M acciones, $1.88B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.

Frecuentemente cotituladas

Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.

Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR. Período de reporte: Q2 2026 · Metodología · Obtener esto a través de la API