Chuck Royce's CASH Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 4,617 shares of Pathward Financial, Inc. (CASH) worth $341,704, representing 0.00% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in CASH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 7,159 shares. Largest reduction occurred in Q1 2020, reducing 10,234 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Pathward Financial (CASH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Pathward Financial (CASH) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +16,509 | New Buy | 16,509 | $19.69 |
| Q2 2019 | +7,159 | Add 43.36% | 23,668 | $28.05 |
| Q3 2019 | -2,785 | Reduce 11.77% | 20,883 | $32.61 |
| Q4 2019 | -5,607 | Reduce 26.85% | 15,276 | $36.53 |
| Q1 2020 | -10,234 | Reduce 66.99% | 5,042 | $21.82 |
| Q2 2020 | -1,012 | Reduce 20.07% | 4,030 | $18.11 |
| Q3 2020 | -4,030 | Sold Out | 4,030 | $0.00 |
| Q1 2024 | +7,575 | New Buy | 7,575 | $50.48 |
| Q2 2024 | +5,039 | Add 66.52% | 12,614 | $56.57 |
| Q4 2024 | +4,000 | Add 31.71% | 16,614 | $73.58 |
| Q1 2025 | -3,139 | Reduce 18.89% | 13,475 | $72.95 |
| Q2 2025 | -3,699 | Reduce 27.45% | 9,776 | $79.12 |
| Q3 2025 | -5,159 | Reduce 52.77% | 4,617 | $74.01 |
Chuck Royce's Pathward Financial Investment FAQs
Chuck Royce first purchased Pathward Financial, Inc. (CASH) in Q1 2019, acquiring 16,509 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Pathward Financial, Inc. (CASH) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to Pathward Financial, Inc. (CASH) was in Q1 2019, adding 16,509 shares worth $325,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 4,617 shares of Pathward Financial, Inc. (CASH), valued at approximately $341,704. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Pathward Financial, Inc. (CASH) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in Pathward Financial, Inc. (CASH) was 23,668 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.