13F

Stock

Pathward Financial, Inc.

CASH · held by 7 managers

Reported value

$43M

Holders

7

+0 new · −1 exited

Holders’ est. mark

−$187.3K

Price effect on 1 books still in the name

Largest holder

$32.9M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY444K$32.9MHeld
BANK OF AMERICA CORP /DE/76.3K$5.65MHeld
BARCLAYS PLC36.7K$2.71M−$187.3KCut−$1.91M
Militia Capital Partners, LP15K$1.11MHeld
Cambria Investment Management, L.P.9.07K$671.1KHeld
IFP Advisors, Inc1$74Held
KBC Group NV984$73Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.