CASH β€” PATHWARD FINANCIAL INC

Ownership history in Cynosure Group, LLC  Β·  7 quarters on record

AI Ownership Summary

Cynosure Group, LLC reported PATHWARD FINANCIAL INC (CASH) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows CASH at 0.08% 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 Cynosure Group, LLC'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
2025 Q3

CASH was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

How Cynosure Group, LLC held CASH β€” position size vs. price
% of Fund (quarterly)    CASH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 9,657 β€” 0% 0.08% $715K 2025-10-22 $71.65
2025 Q2 ADDED 9,657 +512 +5.6% 0.09% $764K 2025-08-12 $75.17
2025 Q1 ADDED 9,145 +1,034 +12.7% 0.09% $667K 2025-05-12 $82.87
2024 Q4 REDUCED 8,111 -2,781 -25.5% 0.09% $597K 2025-02-12 $78.53
2024 Q3 REDUCED 10,892 -3,242 -22.9% 0.10% $719K 2024-11-13 $81.24
2024 Q2 ADDED 14,134 +1,088 +8.3% 0.13% $800K 2024-08-13 $61.43
2024 Q1 INITIATED 13,046 β€” β€” 0.12% $659K 2024-05-10 $53.67

FAQ About Cynosure Group, LLC and CASH

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

How long has Cynosure Group, LLC reported owning CASH?

Cynosure Group, LLC reported CASH across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported CASH position in Cynosure Group, LLC's portfolio?

The largest reported portfolio weight for CASH was 0.13% in 2024 Q2.

What is the latest reported CASH position on this page?

The most recent filing on this page is 2025 Q3, when Cynosure Group, LLC reported 9,657 shares, equal to 0.08% of portfolio, with an estimated market value of $715K.

What does the chart on this CASH ownership page compare?

The chart compares Cynosure Group, LLC'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.

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