Supply Chain Intelligence

Pathward Financial, Inc. Supply Chain

CASH supply chain intelligence for Pathward Financial, Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.

CASH ·Last updated 2026-07-30 · Interactive map →

Data compiled by Redley Lamar · ChainSifter Intelligence

2Suppliers
0Customers
1Debt Items
14Related Chains

Pathward Financial, Inc. Suppliers

TickerNameConfidenceEvidence
FINW FinWise Bancorp 72% Reciprocal relationship from FINW graph: Fair Value on investment in BFG”, "Credit Enhanced", and revenue generated by non-lending activities. Note: SBA Guaranteed loans are guaranteed by U.S Small B…
HRB H&R Block, Inc. 72% Reciprocal relationship from HRB graph: Reciprocal relationship from CASH graph: Reciprocal relationship from HRB graph: nsfer. Revenues are recognized when the Internal Revenue Service (IRS) filing …

Pathward Financial, Inc. Customers

No clients on recordNo downstream customers found in our database for Pathward Financial, Inc..

Pathward Financial, Inc. Debt Obligations

InstrumentDescriptionConfidenceEvidence
CASH-DEBT Debt stack $82.7M 90% Market cache reports total debt of $82.7M.

Pathward Financial, Inc. Acquisitions

No acquisitions on recordNo completed or pending acquisitions found in our database for Pathward Financial, Inc..

Pathward Financial, Inc. Ownership

HolderNameConfidenceEvidence
CASH-OWNER-JPMORGAN-CHASE-CO JPMORGAN CHASE & CO 95% 13F/ownership overlay lists JPMORGAN CHASE & CO; shares held 338,026; ownership 1.55%; value $29.9M; as of 2025-12-31.
CASH-OWNER-VANGUARD-GROUP-INC Vanguard Group Inc 95% 13F/ownership overlay lists Vanguard Group Inc; shares held 1,517,110; ownership 6.97%; value $134.0M; as of 2025-12-31.
CASH-OWNER-DIMENSIONAL-FUND-ADVISORS-LP Dimensional Fund Advisors LP 95% 13F/ownership overlay lists Dimensional Fund Advisors LP; shares held 1,138,033; ownership 5.23%; value $100.5M; as of 2025-09-30.
CASH-OWNER-GEODE-CAPITAL-MANAGEMENT-LLC Geode Capital Management, LLC 95% 13F/ownership overlay lists Geode Capital Management, LLC; shares held 692,116; ownership 3.18%; value $61.1M; as of 2025-12-31.
CASH-OWNER-MORGAN-STANLEY Morgan Stanley 95% 13F/ownership overlay lists Morgan Stanley; shares held 444,016; ownership 2.04%; value $39.2M; as of 2025-09-30.
CASH-OWNER-FMR-LLC FMR, LLC 95% 13F/ownership overlay lists FMR, LLC; shares held 2,073,943; ownership 9.53%; value $183.1M; as of 2025-09-30.
CASH-OWNER-MAWER-INVESTMENT-MANAGEMENT-LTD Mawer Investment Management Ltd. 95% 13F/ownership overlay lists Mawer Investment Management Ltd.; shares held 310,623; ownership 1.43%; value $27.4M; as of 2025-12-31.
CASH-OWNER-AMERICAN-CENTURY-COMPANIES-INC American Century Companies Inc 95% 13F/ownership overlay lists American Century Companies Inc; shares held 1,049,836; ownership 4.82%; value $92.7M; as of 2025-09-30.
CASH-OWNER-STATE-STREET-CORPORATION State Street Corporation 95% 13F/ownership overlay lists State Street Corporation; shares held 1,391,656; ownership 6.39%; value $122.9M; as of 2025-09-30.
CASH-OWNER-BLACKROCK-INC Blackrock Inc. 95% 13F/ownership overlay lists Blackrock Inc.; shares held 3,309,943; ownership 15.21%; value $292.3M; as of 2025-09-30.

Pathward Financial, Inc. Extended Supply Chain Network

TickerNameChain IndexHopsRelationship Types
BRBS Blue Ridge Bankshares, Inc. 100.00 2
BAFN BayFirst Financial Corp. 100.00 2
ATLC Atlanticus Holdings Corporation 100.00 2
HRB H&R Block, Inc. 100.00 1 ['supplier']
LOB Live Oak Bancshares, Inc. 100.00 2
MCB Metropolitan Bank Holding Corp. 100.00 2
OPRT Oportun Financial Corporation 100.00 2
CCB Coastal Financial Corporation 100.00 2
FIS Fidelity National Information Services, Inc. 50.00 2
OTHER OTHER 50.00 2
MSFT Microsoft Corporation 50.00 2
FINW FinWise Bancorp 36.29 1 ['supplier']
BFG BFG 24.13 2
REACH REACH 23.09 2
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