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Cass Information Systems shares owned by Wilkerson Advisory Group

Quarter-by-quarter ownership of Cass Information Systems (CASS) shares owned by Wilkerson Advisory Group from 13F filings

Historical chart of Wilkerson Advisory Group investment in Cass Information Systems

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

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Quarterly reported holdings in Cass Information Systems by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.9k 224 44.02

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State Street Spdr S&p 500 Etf Etf (SPY)
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Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding Cass Information Systems

BlackRock
Vanguard Group
Vanguard Capital Management
Brown Advisory Holdings Incorporated
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