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Cass Information Systems shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cass Information Systems by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $24k 471 51.32

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Top funds holding Cass Information Systems

BlackRock
Vanguard Capital Management
Brown Advisory Holdings Incorporated
Heartland Advisors
Speece Thorson Capital Group
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
ProShare Advisors
Tributary Capital Management
Vanguard Portfolio Management
Punch & Associates Investment Management
Crawford Investment Counsel
Arrowstreet Capital, Limited Partnership
CSM Advisors

View all funds holding Cass Information Systems