[SCHEDULE 13G] PATHWARD FINANCIAL, INC. Passive Investment Disclosure (>5%)
State Street reports 5.8% stake in Pathward
State Street Corporation has filed a Schedule 13G reporting beneficial ownership of 1,294,836 shares of Pathward Financial Inc. common stock, representing 5.8% of the class as of 12/31/2025.
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State Street Corporation has filed a Schedule 13G reporting beneficial ownership of 1,294,836 shares of Pathward Financial Inc. common stock, representing 5.8% of the class as of 12/31/2025.
State Street reports no sole voting or dispositive power, with shared voting power over 159,267 shares and shared dispositive power over 1,294,836 shares. The securities are stated to be held in the ordinary course of business and not for the purpose of changing or influencing control of Pathward Financial.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does State Street Corporation report in Pathward Financial Inc. (CASH)?
State Street Corporation reports beneficial ownership of 1,294,836 shares of Pathward Financial Inc. common stock, representing 5.8% of the outstanding class as of 12/31/2025. This crosses the 5% threshold that triggers a Schedule 13G filing.
How much voting power does State Street have in Pathward Financial (CASH)?
State Street reports no sole voting power and shared voting power over 159,267 shares. This means voting decisions on these shares are made jointly with other parties, rather than by State Street alone, while still counting toward its beneficial ownership.
What dispositive power does State Street report over CASH shares?
State Street reports no sole dispositive power and shared dispositive power over 1,294,836 shares of Pathward Financial. Shared dispositive power indicates State Street participates in decisions to sell or otherwise dispose of these shares together with other parties.
Why did State Street file a Schedule 13G for Pathward Financial (CASH)?
State Street filed Schedule 13G because its beneficial ownership in Pathward Financial common stock exceeded 5%. The filing states the securities were acquired and are held in the ordinary course of business, not to change or influence control of the company.
Which State Street affiliates are associated with the Pathward Financial (CASH) holdings?
The filing identifies several affiliates linked to the reported holdings, including 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 entities.
Does State Street intend to influence control of Pathward Financial (CASH)?
The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Pathward Financial, consistent with a passive ownership position under Schedule 13G.
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)
12/31/2025
(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)
SCHEDULE 13G
CUSIP No.
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
159,267.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,294,836.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,294,836.00
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)
5.8 %
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 No.:
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:
1294836.00
(b)
Percent of class:
5.8 %
(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:
159,267
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
1,294,836
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.
