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Cass Information Systems shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Cass Information Systems

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All positions including Cass Information Systems held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cass Information Systems by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $731 17 43.06
2024-03-31 $752 17 44.29

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Brown Advisory Holdings Incorporated
Heartland Advisors
Speece Thorson Capital Group
Dimensional Fund Advisors
Geode Capital Management
ProShare Advisors
State Street Corporation
Tributary Capital Management
Arrowstreet Capital, Limited Partnership
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
CSM Advisors

View all funds holding Cass Information Systems