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wave of millionaires ›On November 14, Illinois-based Guardian Wealth Management disclosed a new position in Pathward Financial, Inc. (NASDAQ:CASH), adding 40,545 shares worth an estimated $3 million in the third quarter.According to a Securities and Exchange Commission (SEC) filing dated November 14, Guardian Wealth Management initiated a new position in Pathward Financial (NASDAQ:CASH) during the third quarter. The fund acquired 40,545 shares, bringing the estimated value of the holding to $3.00 million as of September 30. This move accounted for 1.77% of the fund’s reportable U.S. equity assets.Top holdings after the filing:NASDAQ:STRL: $11.55 million (6.8% of AUM)NYSE:ANET: $9.98 million (5.9% of AUM)NYSE:AZO: $8.61 million (5.1% of AUM)NYSE:ABBV: $6.98 million (4.1% of AUM)NYSE:NNI: $6.21 million (3.7% of AUM)As of Friday, CASH shares were priced at $73.44, down about 2% over the past year and well underperforming the S&P 500, which is up about 15% in the same period.MetricValueRevenue (TTM)$673.63 millionNet Income (TTM)$185.87 millionDividend Yield0.3%Price (as of Friday)$73.44Pathward Financial offers a range of banking products and services, including deposit accounts, commercial finance, consumer credit, prepaid cards, and payment solutions.The company generates revenue primarily through interest income, fees from financial products, and payment processing services across consumer and commercial segments.It serves individuals, small to mid-sized businesses, and payment industry participants throughout the United States.Pathward Financial, Inc. is a diversified financial services provider specializing in regional banking and payment solutions. The company leverages its expertise in commercial and consumer finance to serve a broad client base, with a focus on innovative products and scalable service delivery. Its integrated business model and established presence in the financial services sector position it to address evolving customer needs and industry trends.Pathward just closed a fiscal year that showed how powerful its platform can be when balance sheet optimization and fee income are working together. For long-term investors, a combination like that is far more important than near-term stock performance.In its latest earnings report, Pathward delivered $185.9 million in net income for fiscal 2025, or $7.87 per diluted share (up from $7.20 one year ago), while posting a return on average equity of 23.4%. That kind of profitability is notable among small and mid-sized banks, especially ones that are still shrinking certain portfolios by choice. Net interest margin expanded to 7.46% in the fourth quarter, helped by a lower cost of deposits and a shift toward higher-yielding commercial finance assets. Meanwhile, noninterest income also rose 13% year over year, showing that this is not just a rate-driven story.Within the portfolio context, this stake looks like a measured bet rather than a conviction swing. Pathward sits well behind the fund’s top holdings, which lean toward industrials, technology, and healthcare leaders, meaning this positioning looks a lot like a move toward more diversification.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,952.50 -2.50 (-0.04%)Dow Futures48,743.00 -6.00 (-0.01%)Nasdaq Futures25,728.00 -11.75 (-0.05%)Russell 2000 Futures2,537.30 +1.10 (+0.04%)VIX14.44 +0.24 (+1.69%)Gold4,377.70 +34.10 (+0.79%)Trending tickersBNAI Brand Engagement Network, Inc. 2.5050 +1.3050 (+108.75%)RARE Ultragenyx Pharmaceutical Inc. 19.72 -14.47 (-42.32%)MREO Mereo BioPharma Group plc 0.2854 -2.0246 (-87.65%)CETX Cemtrex, Inc. 2.1100 -0.1700 (-7.46%)XRP-USD XRP USD 1.86 -0.04 (-1.99%)PortfolioSign in to access your portfolioSign inTop gainersPRAX Praxis Precision Medicines, Inc. 304.58 +35.63 (+13.25%)RGC Regencell Bioscience Holdings Limited 23.48 +2.32 (+10.96%)DBRG DigitalBridge Group, Inc. 15.26 +1.34 (+9.63%)BLTE Belite Bio, Inc 165.29 +10.36 (+6.69%)PSNY Polestar Automotive Holding UK PLC 18.66 +1.12 (+6.39%)Top losersSBSW Sibanye Stillwater Limited 14.20 -1.50 (-9.55%)BRBR BellRing Brands, Inc. 27.33 -2.83 (-9.38%)DJTWW Trump Media & Technology Group Corp. 7.38 -0.74 (-9.11%)DRD DRDGOLD Limited 30.54 -2.79 (-8.37%)HMY Harmony Gold Mining Company Limited 19.95 -1.79 (-8.23%)Most activeNVDA NVIDIA Corporation 188.22 -2.31 (-1.21%)DBRG DigitalBridge Group, Inc. 15.26 +1.34 (+9.63%)NIO NIO Inc. 5.34 +0.24 (+4.71%)PLUG Plug Power Inc. 1.9700 -0.1000 (-4.83%)TSLA Tesla, Inc. 459.64 -15.55 (-3.27%)Top economic eventsEarnings eventsMy earnings eventsEarnings events