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Cass Information Systems shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Cass Information Systems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cass Information Systems by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $393 10 39.30
2025-06-30 $434 10 43.40
2025-03-31 $432 10 43.20

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Tributary Capital Management
Heartland Advisors
Dimensional Fund Advisors
Speece Thorson Capital Group
Fenimore Asset Management
Geode Capital Management
State Street Corporation
ProShare Advisors
Royce & Associates
Northern Trust
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Morgan Stanley

View all funds holding Cass Information Systems