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Cass Information Systems shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cass Information Systems by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $410k 9.9k 41.52

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Invesco QQQ Trust Series I Etf (QQQ)
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iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
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JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Brown Advisory Holdings Incorporated
Heartland Advisors
Speece Thorson Capital Group
Dimensional Fund Advisors
Geode Capital Management
ProShare Advisors
State Street Corporation
Tributary Capital Management
Arrowstreet Capital, Limited Partnership
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
CSM Advisors

View all funds holding Cass Information Systems