Cass Information Systems shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Cass Information Systems
Tip: Access up to 7 years of quarterly data
All positions including Cass Information Systems held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cass Information Systems by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 36k | 39.33 |
| 2025-06-30 | $1.6M | 37k | 43.45 |
| 2025-03-31 | $1.6M | 37k | 43.25 |
| 2024-12-31 | $1.6M | 39k | 40.91 |
| 2024-09-30 | $1.6M | 39k | 41.48 |
| 2024-06-30 | $1.6M | 39k | 40.07 |
| 2024-03-31 | $1.9M | 39k | 48.17 |
| 2023-12-31 | $1.9M | 41k | 45.05 |
| 2023-09-30 | $1.5M | 41k | 37.25 |
| 2023-06-30 | $1.6M | 41k | 38.78 |
| 2023-03-31 | $1.8M | 41k | 43.31 |
| 2022-12-31 | $2.1M | 45k | 45.82 |
| 2022-09-30 | $1.5M | 42k | 34.69 |
| 2022-06-30 | $1.5M | 45k | 33.80 |
| 2022-03-31 | $1.5M | 42k | 36.91 |
| 2021-12-31 | $1.7M | 42k | 39.32 |
| 2021-09-30 | $1.8M | 42k | 41.85 |
| 2021-06-30 | $1.7M | 42k | 40.75 |
| 2021-03-31 | $2.0M | 44k | 46.27 |
| 2020-12-31 | $1.5M | 37k | 38.91 |
| 2020-09-30 | $1.5M | 38k | 40.24 |
| 2020-06-30 | $1.5M | 38k | 39.03 |
| 2020-03-31 | $1.2M | 35k | 35.16 |
| 2015-09-30 | $116k | 2.4k | 49.11 |
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