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SJS Investment Consulting’s Cass Information Systems CASS Stock Holding History

SJS Investment Consulting’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 		$206 Buy
4
+3
+300% +$142 ﹤0.01% 2468
2026
Q1 		$45 Buy
+1
New +$44 ﹤0.01% 2264

Other funds holding CASS

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CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
JCM
Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
CFSG
Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

SJS Investment Consulting's CASS Position: Q2 2026 in Review

SJS Investment Consulting increased its Cass Information Systems (CASS) stake by 300% in Q2 2026, buying an estimated $142 and bringing the position to 4 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

SJS Investment Consulting first reported a position in CASS in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • SJS Investment Consulting held 4 shares of Cass Information Systems worth $206 as of Q2 2026.
  • SJS Investment Consulting bought 3 Cass Information Systems shares in Q2 2026, an estimated $142.
  • Cass Information Systems made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2468 holding.
  • SJS Investment Consulting first reported a position in Cass Information Systems in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.