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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
2024-03-31 $752 17 44.29

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Cass Information Systems

BlackRock
Buckingham Asset Management
Vanguard Group
Dimensional Fund Advisors
Heartland Advisors
Fenimore Asset Management
ProShare Advisors
Geode Capital Management
State Street Corporation
Tributary Capital Management
Royce & Associates
Speece Thorson Capital Group
Northern Trust
American Century Companies
Arrowstreet Capital, Limited Partnership

View all funds holding Cass Information Systems