State Street Corporation (CASH) discloses 6.8% stake in Pathward Financial common stock

Rhea-AI Filing Summary

State Street Corporation, through its asset-management subsidiaries, reports beneficial ownership of common stock of Pathward Financial Inc.. The filing lists 1,438,880 shares beneficially owned, representing 6.8% of the class of Pathward Financial’s common stock (CUSIP 59100U108).

State Street reports no sole voting or dispositive power over these shares. It has shared voting power over 173,146 shares and shared dispositive power over all 1,438,880 shares

Key Figures

Beneficially owned shares: 1,438,880 shares Percent of class: 6.8 % Shared voting power: 173,146 shares +3 more

6 metrics

Beneficially owned shares 1,438,880 shares Amount beneficially owned in Pathward Financial Inc. common stock

Percent of class 6.8 % Percentage of Pathward Financial Inc. common stock class

Shared voting power 173,146 shares Shares over which State Street reports shared voting power

Shared dispositive power 1,438,880 shares Shares over which State Street reports shared dispositive power

CUSIP 59100U108 CUSIP for Pathward Financial Inc. common stock

Ownership threshold More than 5 percent Filing triggered by ownership exceeding 5% of class

Key Terms

Schedule 13G, beneficially owned, shared dispositive power, sole voting power, +1 more

5 terms

Schedule 13G regulatory

"If a parent holding company has filed this schedule, pursuant to (ii)(G)"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficially owned financial

"Amount beneficially owned: 1438880.00"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared dispositive power financial

"Shared Dispositive Power 1,438,880.00"

sole voting power financial

"Sole power to vote or to direct the vote: 0"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

investment company registered under the Investment Company Act of 1940 regulatory

"A listing of the shareholders of an investment company registered under the Investment Company Act of 1940"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/07/2026 - 10:41 AM Accepted by SEC EDGAR 08/07/2026 - 10:41 AM Learn about SEC filing dates

FAQ

What percentage of Pathward Financial Inc (CASH) does State Street Corporation report owning?

State Street Corporation reports beneficial ownership of 6.8% of the common stock of Pathward Financial Inc., based on 1,438,880 shares of common stock disclosed in the Schedule 13G filing.

How many Pathward Financial Inc (CASH) shares does State Street Corporation beneficially own?

State Street Corporation reports beneficial ownership of 1,438,880 shares of Pathward Financial Inc. common stock, which the filing indicates represents 6.8% of the outstanding class of this security.

What voting power does State Street have over its Pathward Financial Inc (CASH) shares?

State Street reports no sole voting power and shared voting power over 173,146 shares of Pathward Financial Inc. common stock, reflecting how voting authority is allocated for the reported holdings.

What dispositive power does State Street have over Pathward Financial Inc (CASH) shares?

State Street reports no sole dispositive power and shared dispositive power over 1,438,880 shares of Pathward Financial Inc. common stock, indicating shared authority to dispose of all reported shares.

Which State Street subsidiaries are linked to the Pathward Financial Inc (CASH) holdings?

The filing identifies SSGA Funds Management, Inc., State Street Global Advisors Europe Limited, State Street Global Advisors Limited, State Street Global Advisors Trust Company, and State Street Global Advisors, Ltd. as investment adviser subsidiaries related to the reported holdings.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

PATHWARD FINANCIAL INC

(Name of Issuer)

COMMON STOCK

(Title of Class of Securities)

59100U108

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 59100U108

1

Names of Reporting Persons

STATE STREET CORPORATION

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 173,146.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,438,880.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,438,880.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.8 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: PATHWARD FINANCIAL INC
(b)	Address of issuer's principal executive offices: 5501 SOUTH BROADBAND LANE, SIOUX FALLS, SOUTH DAKOTA, 57108
Item 2.
(a)	Name of person filing: STATE STREET CORPORATION;
(b)	Address or principal business office or, if none, residence: ONE CONGRESS STREET, SUITE 1, BOSTON MA 02114, UNITED STATES
(c)	Citizenship: MA
(d)	Title of class of securities: COMMON STOCK
(e)	CUSIP Number(s): 59100U108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1438880.00
(b)	Percent of class: 6.8 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 173,146
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 1,438,880
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. NOT APPLICABLE
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. SSGA FUNDS MANAGEMENT, INC. (IA);STATE STREET GLOBAL ADVISORS EUROPE LIMITED (IA);STATE STREET GLOBAL ADVISORS LIMITED (IA);STATE STREET GLOBAL ADVISORS TRUST COMPANY (IA);STATE STREET GLOBAL ADVISORS, LTD. (IA);
Item 8.	Identification and Classification of Members of the Group.
	If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group. NOT APPLICABLE
Item 9.	Notice of Dissolution of Group.
	Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5. NOT APPLICABLE

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

STATE STREET CORPORATION

Signature:	ELIZABETH SCHAEFER
Name/Title:	SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:	08/07/2026