PATHWARD FINANCIAL, INC. — Institutional Ownership
Which tracked institutions hold CASH, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
30
Funds holding
$608930292
Total value held
Buying
22 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $270274635 | 3104464 | -55195 | -1.75% |
| 2 | State Street Corp | $125335981 | 1438880 | +110092 | +8.29% |
| 3 | Jpmorgan Chase & Co | $24716897 | 285040 | +10080 | +3.67% |
| 4 | Bank Of America Corp /De/ | $24342000 | 279600 | -22903 | -7.57% |
| 5 | Morgan Stanley | $21409830 | 245918 | +7964 | +3.35% |
| 6 | Northern Trust Corp | $20608061 | 236711 | -20424 | -7.94% |
| 7 | Goldman Sachs Group Inc | $19855252 | 228064 | +28329 | +14.18% |
| 8 | Bank Of New York Mellon Corp | $13918436 | 159872 | +699 | +0.44% |
| 9 | Ubs Group Ag | $13489686 | 154947 | +154947 | NEW BUY |
| 10 | Principal Financial Group Inc | $13255756 | 152260 | +368 | +0.24% |
| 11 | Sei Investments Co | $12054496 | 138462 | +7091 | +5.40% |
| 12 | Invesco Ltd. | $9924666 | 113998 | +113998 | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $9054690 | 104005 | +10793 | +11.58% |
| 14 | Franklin Resources Inc | $6046753 | 69455 | +443 | +0.64% |
| 15 | Federated Hermes, Inc. | $5330771 | 61231 | +61231 | NEW BUY |
| 16 | Raymond James Financial Inc | $4897477 | 56254 | +23918 | +73.97% |
| 17 | Ameriprise Financial Inc | $3307396 | 37953 | +37953 | NEW BUY |
| 18 | Citigroup Inc | $3138687 | 36052 | +3358 | +10.27% |
| 19 | Prudential Financial Inc | $1897734 | 21798 | -380 | -1.71% |
| 20 | Janus Henderson Group Plc | $1789909 | 20055 | +20055 | NEW BUY |
| 21 | Barclays Plc | $922574 | 10597 | -5460 | -34.00% |
| 22 | Fifth Third Bancorp | $866138 | 9949 | -1326 | -11.76% |
| 23 | Royal Bank Of Canada | $519000 | 5979 | -18369 | -75.44% |
| 24 | Truist Financial Corp | $472825 | 5431 | +594 | +12.28% |
| 25 | Us Bancorp \De\ | $384631 | 4418 | +160 | +3.76% |
| 26 | Stifel Financial Corp | $366511 | 4210 | +4210 | NEW BUY |
| 27 | Allstate Corp | $294263 | 3380 | +3380 | NEW BUY |
| 28 | Hancock Whitney Corp | $257089 | 2953 | +2953 | NEW BUY |
| 29 | Pnc Financial Services Group, Inc. | $196581 | 2258 | -52 | -2.25% |
| 30 | Cullen/Frost Bankers, Inc. | $1567 | 18 | +18 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.