Fifth Third Wealth Advisors’s Cass Information Systems CASS Stock Holding History

Fifth Third 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 Q3	$212K	Buy	+3,985	New	+$220K	0.01%	976

Other funds holding CASS

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Fifth Third Wealth Advisors's CASS Position: Q3 2026 in Review

Fifth Third Wealth Advisors opened a new position in Cass Information Systems (CASS) in Q3 2026: 3,985 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #976 among its holdings.

35 funds tracked by Wall St. Rank hold CASS as of Q3 2026.

Fifth Third Wealth Advisors held 3,985 shares of Cass Information Systems worth $212K as of Q3 2026.
Cass Information Systems was a new Fifth Third Wealth Advisors position in Q3 2026.
Cass Information Systems made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #976 holding.
35 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.