Cerity Partners
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Cerity Partners’s Cass Information Systems CASS Stock Holding History

Cerity Partners’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 		$265K Buy
+5,170
New +$245K ﹤0.01% 2879

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TCM
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Cerity Partners's CASS Position: Q2 2026 in Review

Cerity Partners opened a new position in Cass Information Systems (CASS) in Q2 2026: 5,170 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #2879 among its holdings.

170 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • Cerity Partners held 5,170 shares of Cass Information Systems worth $265K as of Q2 2026.
  • Cass Information Systems was a new Cerity Partners position in Q2 2026.
  • Cass Information Systems made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2879 holding.
  • 170 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.