Mercer Global Advisors
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Mercer Global Advisors’s Cass Information Systems CASS Stock Holding History

Mercer Global 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
Q2 		$374K Buy
7,282
+1,544
+27% +$73.2K ﹤0.01% 2579
2026
Q1 		$253K Buy
+5,738
New +$253K ﹤0.01% 2609

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HA
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STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Mercer Global Advisors's CASS Position: Q2 2026 in Review

Mercer Global Advisors increased its Cass Information Systems (CASS) stake by 27% in Q2 2026, buying an estimated $73.2K and bringing the position to 7,282 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Mercer Global Advisors first reported a position in CASS in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • Mercer Global Advisors held 7,282 shares of Cass Information Systems worth $374K as of Q2 2026.
  • Mercer Global Advisors bought 1,544 Cass Information Systems shares in Q2 2026, an estimated $73.2K.
  • Cass Information Systems made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2579 holding.
  • Mercer Global Advisors first reported a position in Cass Information Systems in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.