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Cass Information Systems shares owned by CSM Advisors

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

Historical chart of CSM Advisors investment in Cass Information Systems

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

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Quarterly reported holdings in Cass Information Systems by CSM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 90k 39.30
2025-06-30 $4.0M 93k 43.43

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Invesco Qqq Tr Qqq Trust Series 1 (QQQ)
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Vanguard Index Tr Growth (VUG)
Vanguard Index Tr Value (VTV)
Alphabet Class C (GOOG)
Jpmorgan Chase & Co Common (JPM)
Us Bancorp Del Common (USB)
Cummins Common (CMI)
Johnson & Johnson Common (JNJ)
North Sq Invstmnts T Dynamic Smcp I (ORSIX)
Hartford Insurance Common (HIG)
Ishares Msci Eurozone (EZU)
Chevron Corp Common (CVX)
Cisco Systems Common (CSCO)
Microsoft Corp Common (MSFT)

View all positions for CSM Advisors

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Tributary Capital Management
Heartland Advisors
Dimensional Fund Advisors
Speece Thorson Capital Group
Fenimore Asset Management
Geode Capital Management
State Street Corporation
ProShare Advisors
Royce & Associates
Northern Trust
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Morgan Stanley

View all funds holding Cass Information Systems