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Basecamp Wealth Advisors’s Cass Information Systems CASS Stock Holding History

Basecamp Wealth Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08K Buy
21
+7
+50% +$332 ﹤0.01% 1501
2026
Q1 		$616 Buy
+14
New +$617 ﹤0.01% 1665

Other funds holding CASS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Basecamp Wealth Advisors's CASS Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Cass Information Systems (CASS) stake by 50% in Q2 2026, buying an estimated $332 and bringing the position to 21 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Basecamp Wealth Advisors first reported a position in CASS in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • Basecamp Wealth Advisors held 21 shares of Cass Information Systems worth $1.08K as of Q2 2026.
  • Basecamp Wealth Advisors bought 7 Cass Information Systems shares in Q2 2026, an estimated $332.
  • Cass Information Systems made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1501 holding.
  • Basecamp Wealth Advisors first reported a position in Cass Information Systems in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.