Acumen Wealth Advisors »

Cass Information Systems shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

All positions including Cass Information Systems held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cass Information Systems by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 106k 44.02

More positions owned by Acumen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Lam Research Corp Com New (LRCX)
Broadcom (AVGO)

View all positions for Acumen Wealth Advisors

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Vanguard Capital Management
Brown Advisory Holdings Incorporated
Heartland Advisors
Speece Thorson Capital Group
Dimensional Fund Advisors
ProShare Advisors
Geode Capital Management
State Street Corporation
Tributary Capital Management
Vanguard Portfolio Management
Arrowstreet Capital, Limited Partnership
Acumen Wealth Advisors
Northern Trust

View all funds holding Cass Information Systems