Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in PATHWARD FINANCIAL INC (CASH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 261 | +113 | +76.4% | 0.00% | $19K | $73.92 |
| 2025 Q2 | ADDED | 148 | +127 | +604.8% | 0.00% | $12K | $78.97 |
| 2025 Q1 | UNCHANGED | 21 | — | 0% | 0.00% | $2K | $72.76 |
| 2024 Q4 | UNCHANGED | 21 | — | 0% | 0.00% | $2K | $73.34 |
| 2024 Q3 | REDUCED | 21 | -195 | -90.3% | 0.00% | $1K | $65.76 |
| 2024 Q2 | ADDED | 216 | +195 | +928.6% | 0.00% | $12K | $56.31 |
| 2024 Q1 | UNCHANGED | 21 | — | 0% | 0.00% | $1K | $50.20 |
| 2023 Q4 | INITIATED | 21 | — | — | 0.00% | $1K | — |
As of 2025 Q4 — sorted by position size