Essential Partners »

Cass Information Systems shares owned by Essential Partners

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

Historical chart of Essential Partners investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cass Information Systems by Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6k 82 44.02
2025-12-31 $1.9k 46 41.52
2025-09-30 $6.9k 176 39.33

More positions owned by Essential Partners

Sprott Gold Convert to Physical Cef (PHYS)
Comfort Sys Usa Stock (FIX)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental Int'l Broad Etf (FNDF)
iShares S&P 500 Etf (IVV)
Schwab Fundamental U.S. Broad Etf (FNDB)
Vanguard Short-Term USTS Etf (VGSH)
General Mtrs Stock (GM)
Ge Aerospace Stock (GE)
Merck & Co Stock (MRK)
Technipfmc Stock (FTI)
Ge Vernova Stock (GEV)
Teradyne Stock (TER)
Incyte Corp Stock (INCY)
Pnc Finl Svcs Group Stock (PNC)

View all positions for Essential Partners

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Vanguard Capital Management
Brown Advisory Holdings Incorporated
Heartland Advisors
Speece Thorson Capital Group
Dimensional Fund Advisors
ProShare Advisors
Geode Capital Management
State Street Corporation
Tributary Capital Management
Vanguard Portfolio Management
Arrowstreet Capital, Limited Partnership
Acumen Wealth Advisors
Northern Trust

View all funds holding Cass Information Systems