Atria Investments, Inc CASH — PATHWARD FINANCIAL INC

Ownership history in Atria Investments, Inc  ·  8 quarters on record

AI Ownership Summary

Atria Investments, Inc reported PATHWARD FINANCIAL INC (CASH) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows CASH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CASH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in PATHWARD FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CASH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CASH stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held CASH — position size vs. price
% of Fund (quarterly)    CASH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 7,240 -1,694 -19.0% 0.01% $630K 2026-07-28 $88.58
2026 Q1 ADDED — — — 8,934 +5,798 +184.9% 0.01% $797K 2026-05-05 $85.73
2025 Q3 REDUCED — — — 3,136 -44 -1.4% 0.00% $232K 2025-11-06 $67.42
2025 Q2 ADDED — — — 3,180 +65 +2.1% 0.00% $252K 2025-08-04 $74.29
2025 Q1 REDUCED 7.1% +8.5% ❌ 3,115 -237 -7.1% 0.00% $227K 2025-05-06 $81.04
2024 Q4 REDUCED 29.0% -0.8% ✅ 3,352 -1,368 -29.0% 0.00% $247K 2025-02-06 $81.17
2024 Q3 ADDED — — — 4,720 +92 +2.0% 0.00% $312K 2024-11-01 $70.92
2024 Q2 INITIATED — — — 4,628 — — 0.00% $262K 2024-08-13 $61.35

🏢 Other funds also holding CASH

As of 2026 Q2 — sorted by position size

Financial Insights, Inc. 3Y 7Y 2.89% Elgethun Capital Management 3Y 7Y 2.55% Guardian Wealth Management, Inc. 3Y 2.45% RMR Capital Management, LLC 2.34% Austin Asset Management Co Inc 3Y 2.31% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 2.1% Orchard Capital Management, LLC 3Y 1.79% Phocas Financial Corp. 3Y 7Y 1.49% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.45% Chou Associates Management Inc. 3Y 7Y 1.1%

FAQ About Atria Investments, Inc and CASH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning CASH?

Atria Investments, Inc reported CASH across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CASH position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for CASH was 0.01% in 2026 Q1.

What is the latest reported CASH position on this page?

The most recent filing on this page is 2026 Q2, when Atria Investments, Inc reported 7,240 shares, equal to 0.01% of portfolio, with an estimated market value of $630K.

What does the chart on this CASH ownership page compare?

The chart compares Atria Investments, Inc's quarterly CASH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their CASH position?

Based on 13F filing dates vs. subsequent CASH price moves, Atria Investments, Inc correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on CASH relative to SPY over the holding period was +236.1%.

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