Pathward Financial (CASH) Securities - Held-to-maturity (2013 - 2026)
Pathward Financial (CASH) posted Securities - Held-to-maturity of $27.1 million for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 10.5% from $30.27 million a year earlier and down 3.4% from the prior quarter.
Powered by 
Analysis
Pathward Financial (CASH) Securities - Held-to-maturity (2013 - 2026) Analysis & Trends
At the end of FY2025 (ended Sep 30, 2025), Pathward Financial's Securities - Held-to-maturity came in at $29.31 million, down 11.4% from FY2024.
- Annual Securities - Held-to-maturity has declined for nine consecutive fiscal years, with a five-year compound annual growth rate of -19.6% (FY2020 to FY2025).
- In prior fiscal years, Pathward Financial's Securities - Held-to-maturity was $33.09 million in FY2024 (-9.6%), $36.59 million in FY2023 (-12.2%), $41.68 million in FY2022 (-26.4%) and $56.67 million in FY2021 (-35.0%).
- The fiscal Q3 2026 figure stands as the lowest quarterly Securities - Held-to-maturity in data going back to fiscal Q3 2013.
- On a year-over-year basis, Securities - Held-to-maturity has declined in each of the last 25 quarters, with an average decline of 10.3% over the last eight quarters.
- Across the past five years, year-over-year decline in Securities - Held-to-maturity ran from 9.6% in fiscal Q4 2024 to 35.0% in fiscal Q4 2021.
- According to Business Quant data, Securities - Held-to-maturity for the three prior fiscal quarters was $28.07 million (Q2 2026), $28.66 million (Q1 2026) and $29.31 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - |
| 10 | Pathward Financial | 1.48 Bn | 719.26 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 27.10 Mn |
| Mar 31, 2026 | 28.07 Mn |
| Dec 31, 2025 | 28.66 Mn |
| Sep 30, 2025 | 29.31 Mn |
| Jun 30, 2025 | 30.27 Mn |
| Mar 31, 2025 | 31.34 Mn |
| Dec 31, 2024 | 32.00 Mn |
| Sep 30, 2024 | 33.09 Mn |
| Jun 30, 2024 | 34.03 Mn |
| Mar 31, 2024 | 34.68 Mn |
| Dec 31, 2023 | 35.44 Mn |
| Sep 30, 2023 | 36.59 Mn |
| Jun 30, 2023 | 37.73 Mn |
| Mar 31, 2023 | 38.71 Mn |
| Dec 31, 2022 | 40.57 Mn |
| Sep 30, 2022 | 41.68 Mn |
| Jun 30, 2022 | 43.88 Mn |
| Mar 31, 2022 | 47.29 Mn |
| Dec 31, 2021 | 50.99 Mn |
| Sep 30, 2021 | 56.67 Mn |
API Access
Pathward Financial Securities - Held-to-maturity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=CASH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "ticker": "CASH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=CASH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();