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Cass Information Systems shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cass Information Systems by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 4.3k 48.17

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
iShares DJ Select Dividend Ind Etf (DVY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares MSCI EAFE Index Etf (EFA)

View all positions for Dumont & Blake Investment Advisors

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