Cass Information Systems shares owned by Beacon Financial
Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Cass Information Systems
Tip: Access up to 7 years of quarterly data
All positions including Cass Information Systems held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Cass Information Systems by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $204k | 4.9k | 41.52 |
| 2025-06-30 | $221k | 5.1k | 43.45 |
| 2025-03-31 | $227k | 5.3k | 43.25 |
| 2024-12-31 | $333k | 8.1k | 40.91 |
| 2024-09-30 | $395k | 9.5k | 41.48 |
| 2024-06-30 | $415k | 10k | 40.07 |
| 2024-03-31 | $503k | 10k | 48.17 |
| 2023-12-31 | $521k | 12k | 45.05 |
| 2023-09-30 | $452k | 12k | 38.38 |
| 2023-06-30 | $490k | 13k | 38.97 |
| 2023-03-31 | $611k | 14k | 43.38 |