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Triumph Capital Management’s Cass Information Systems CASS Stock Holding History

Triumph Capital 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 		$17.3K Hold
338
– – ﹤0.01% 984
2026
Q1 		$14.9K Hold
338
– – ﹤0.01% 979
2025
Q4 		$14K Buy
+338
New +$13.8K ﹤0.01% 970

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Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
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

Triumph Capital Management's CASS Position: Q2 2026 in Review

Triumph Capital Management held its Cass Information Systems (CASS) position steady in Q2 2026 at 338 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Triumph Capital Management first reported a position in CASS in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • Triumph Capital Management held 338 shares of Cass Information Systems worth $17.3K as of Q2 2026.
  • Triumph Capital Management left its Cass Information Systems share count unchanged in Q2 2026.
  • Cass Information Systems made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #984 holding.
  • Triumph Capital Management first reported a position in Cass Information Systems in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.