Mather Group’s Cass Information Systems CASS Stock Holding History

Mather Group’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	$1.12K	Buy	+21	New	+$1.16K	﹤0.01%	2141

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

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Mather Group's CASS Position: Q3 2026 in Review

Mather Group opened a new position in Cass Information Systems (CASS) in Q3 2026: 21 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #2141 among its holdings.

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

Mather Group held 21 shares of Cass Information Systems worth $1.12K as of Q3 2026.
Cass Information Systems was a new Mather Group position in Q3 2026.
Cass Information Systems made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2141 holding.
33 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.