CASH — Pathward Financial Inc Com Institutional Holders · Q3 2026
Who owns Pathward Financial Inc Com (CASH)? 6 institutions reported holding $387,357 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Venture Visionary Partners LLC ($284,560), First Community Trust Na ($64,026), Farther Finance Advisors, LLC ($16,931).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $284,560 | 4,000 | Hold |
| 2 | FIRST COMMUNITY TRUST NA | $64,026 | 900 | Hold |
| 3 | Farther Finance Advisors, LLC | $16,931 | 238 | Added |
| 4 | Versant Capital Management, Inc | $13,019 | 183 | Trimmed |
| 5 | MassMutual Private Wealth & Trust, FSB | $8,821 | 124 | Hold |
| 6 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30