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State Street Corporation (CASH) discloses 5.8% ownership in Pathward Financial

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.





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





SCHEDULE 13G



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:02/09/2026

FAQ

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.
Pathward Financial

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