Chuck Royce's CASH Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 11,014 shares of Pathward Financial, Inc. (CASH) worth $982,779, representing 0.01% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in CASH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 7,575 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,872 | Add 20.48% | 11,014 | $89.23 |
| Q4 2025 | +4,525 | Add 98.01% | 9,142 | $71.00 |
| Q3 2025 | -5,159 | Reduce 52.77% | 4,617 | $74.01 |
| Q2 2025 | -3,699 | Reduce 27.45% | 9,776 | $79.12 |
| Q1 2025 | -3,139 | Reduce 18.89% | 13,475 | $72.95 |
| Q4 2024 | +4,000 | Add 31.71% | 16,614 | $73.58 |
| Q2 2024 | +5,039 | Add 66.52% | 12,614 | $56.57 |
| Q1 2024 | +7,575 | New Buy | 7,575 | $50.48 |
| Q3 2020 | -4,030 | Sold Out | 0 | $0.00 |
| Q2 2020 | -1,012 | Reduce 20.07% | 4,030 | $18.11 |
| Q1 2020 | -10,234 | Reduce 66.99% | 5,042 | $21.82 |
| Q4 2019 | -5,607 | Reduce 26.85% | 15,276 | $36.53 |
| Q3 2019 | -2,785 | Reduce 11.77% | 20,883 | $32.61 |
| Q2 2019 | +7,159 | Add 43.36% | 23,668 | $28.05 |
| Q1 2019 | +16,509 | New Buy | 16,509 | $19.69 |
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 16 quarters since Q1 2019.
Chuck Royce's largest addition to Pathward Financial, Inc. (CASH) was in Q1 2019, adding 16,509 shares worth $325,000.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 11,014 shares of Pathward Financial, Inc. (CASH), valued at approximately $982,779.
As of the Q1 2026 filing, Pathward Financial, Inc. (CASH) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Pathward Financial, Inc. (CASH) was 23,668 shares, as reported at the end of Q2 2019.