Institute for Wealth Management’s Cass Information Systems CASS Stock Holding History

Institute for Wealth Management’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	$11.8K	Buy	+230	New	+$10.9K	﹤0.01%	1280

Other funds holding CASS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

STCG

Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's CASS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cass Information Systems (CASS) in Q2 2026: 230 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1280 among its holdings.

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

Institute for Wealth Management held 230 shares of Cass Information Systems worth $11.8K as of Q2 2026.
Cass Information Systems was a new Institute for Wealth Management position in Q2 2026.
Cass Information Systems made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1280 holding.
68 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.