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Cass Information Systems shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Cass Information Systems

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All positions including Cass Information Systems held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cass Information Systems by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 620 44.01

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Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lloyd Advisory Services

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