Farther Finance Advisors’s Cass Information Systems CASS Stock Holding History

Farther Finance 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 Q3	$28.9K	Buy	542 +77	+17%	+$4.25K	﹤0.01%	3867
2026 Q2	$23.9K	Buy	465 +448	+2,635%	+$21.2K	﹤0.01%	3847
2026 Q1	$754	Buy	+17	New	+$749	﹤0.01%	5181
2025 Q2	–	Sell	-76	Closed	-$3.29K	–	4526
2025 Q1	$3.29K	Buy	+76	New	+$3.23K	﹤0.01%	3209

Other funds holding CASS

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's CASS Position: Q3 2026 in Review

Farther Finance Advisors increased its Cass Information Systems (CASS) stake by 17% in Q3 2026, buying an estimated $4.25K and bringing the position to 542 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3867.

Farther Finance Advisors first reported a position in CASS in Q1 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold CASS as of Q3 2026.

Farther Finance Advisors held 542 shares of Cass Information Systems worth $28.9K as of Q3 2026.
Farther Finance Advisors bought 77 Cass Information Systems shares in Q3 2026, an estimated $4.25K.
Cass Information Systems made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3867 holding.
Farther Finance Advisors first reported a position in Cass Information Systems in Q1 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.