Companies / PATHWARD FINANCIAL INC / Institutional holders

Pathward Financial Inc

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
Covestor Ltd	$1	9	0.00%
HANTZ FINANCIAL SERVICES, INC.	$32	357	0.00%
CWM, LLC	$50	698	0.00%
KBC Group NV	$70	984	0.00%
HUNTINGTON NATIONAL BANK	$71	1	0.00%
Sunbelt Securities, Inc.	$71	1	0.00%
Turning Point Benefit Group, Inc.	$71	1	0.00%
IFP Advisors, Inc	$74	1	0.00%
South Dakota Investment Council	$128	1,802	0.01%
BNP Paribas Asset Management Holding S.A.	$174	2,450	0.01%
WEDBUSH SECURITIES INC	$212	2,378	0.01%
GSA CAPITAL PARTNERS LLP	$249	3,501	0.02%
Caitong International Asset Management Co., Ltd	$284	4	0.00%
Cedar Mountain Advisors, LLC	$284	4	0.00%
BESSEMER GROUP INC	$294	3,301	0.02%
DekaBank Deutsche Girozentrale	$318	5,646	0.03%
PARK AVENUE SECURITIES LLC	$351	3,932	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	$355	5	0.00%
Aster Capital Management (DIFC) Ltd	$355	5	0.00%
USAdvisors Wealth Management, LLC	$369	559	0.00%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$424	5,979	0.03%
MAI Capital Management	$447	5	0.00%
AMALGAMATED BANK	$472	6,641	0.03%
Handelsbanken Fonder AB	$553	6,200	0.03%
HARBOR CAPITAL ADVISORS, INC.	$706	9,940	0.05%
Global Retirement Partners, LLC	$710	10	0.00%
Farther Finance Advisors, LLC	$852	12	0.00%
Advisors Asset Management, Inc.	$982	11	0.00%
True Wealth Design, LLC	$994	14	0.00%
THRIVENT FINANCIAL FOR LUTHERANS	$1.1K	15,648	0.08%
SBI Securities Co., Ltd.	$1.1K	16	0.00%
Allworth Financial LP	$1.2K	17	0.00%
CULLEN/FROST BANKERS, INC.	$1.3K	18	0.00%
JONES FINANCIAL COMPANIES LLLP	$1.4K	20	0.00%
State of Alaska, Department of Revenue	$1.4K	15,993	0.08%
T. Rowe Price Associates, Inc.	$1.5K	21,352	0.10%
CANADA LIFE ASSURANCE Co	$1.6K	18,069	0.09%
ROTHSCHILD INVESTMENT LLC	$1.6K	23	0.00%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$1.7K	23,557	0.11%
NATIXIS ADVISORS, LLC	$1.7K	19,065	0.09%
TEALWOOD ASSET MANAGEMENT INC	$1.8K	20,607	0.10%
Bogart Wealth, LLC	$1.9K	27	0.00%
Westfuller Advisors, LLC	$1.9K	27	0.00%
HRT FINANCIAL LP	$2.1K	29,605	0.14%
Colonial Trust Co / SC	$2.4K	34	0.00%
LRI Investments, LLC	$2.8K	40	0.00%
Parkside Financial Bank & Trust	$2.8K	40	0.00%
Blue Trust, Inc.	$3.3K	47	0.00%
FIFTH THIRD BANCORP	$3.4K	48	0.00%
Fortitude Family Office, LLC	$3.5K	49	0.00%