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Cass Information Systems shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cass Information Systems by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 488 39.33
2025-06-30 $15k 355 43.44
2025-03-31 $908 21 43.24
2024-12-31 $1.4k 33 40.91

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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