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Cass Information Systems shares owned by Root Financial Partners

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

All positions including Cass Information Systems held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cass Information Systems by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $440 10 44.00

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
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Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Vanguard Capital Management
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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