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Cass Information Systems shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

All positions including Cass Information Systems held by Pinnacle Wealth Planning Services 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 Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3k 127 41.52
2020-12-31 $20k 510 39.22

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

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