BEI
CASS icon

Benjamin Edwards Inc’s Cass Information Systems CASS Stock Holding History

Benjamin Edwards Inc’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
Q1 		$622K Hold
14,139
– – 0.01% 917
2025
Q4 		$587K Hold
14,139
– – 0.01% 898
2025
Q3 		$556K Buy
+14,139
New +$603K 0.01% 897
2025
Q1 		– Sell
-14,139
Closed -$578K – 1091
2024
Q4 		$578K Hold
14,139
– – 0.01% 778
2024
Q3 		$586K Hold
14,139
– – 0.01% 750
2024
Q2 		$567K Hold
14,139
– – 0.11% 196
2024
Q1 		$681K Hold
14,139
– – 0.14% 174
2023
Q4 		$637K Hold
14,139
– – 0.14% 174
2023
Q3 		$527K Hold
14,139
– – 0.12% 177
2023
Q2 		$548K Hold
14,139
– – 0.13% 171
2023
Q1 		$612K Buy
+14,139
New +$676K 0.15% 167

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