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Root Financial Partners’s Cass Information Systems CASS Stock Holding History

Root Financial Partners’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 		– Sell
-10
Closed -$440 – 862
2026
Q1 		$440 Buy
+10
New +$440 ﹤0.01% 2908

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VCA
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GIA
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Wealth Enhancement Advisory Services
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PCM
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Root Financial Partners's CASS Position: Q2 2026 in Review

Root Financial Partners sold out of Cass Information Systems (CASS) in Q2 2026, closing a stake of 10 shares — an estimated $440 sold.

Root Financial Partners first reported a position in CASS in Q1 2026 and held it in 1 quarter. The position peaked at $440 in Q1 2026. 34 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • Root Financial Partners reported no remaining Cass Information Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 Cass Information Systems shares in Q2 2026, an estimated $440.
  • Root Financial Partners first reported a position in Cass Information Systems in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Cass Information Systems position peaked at $440 in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.