Wealth Enhancement Advisory Services’s Cass Information Systems CASS Stock Holding History

Wealth Enhancement Advisory Services’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	$283K	Buy	+5,431	New	+$257K	﹤0.01%	3259

Other funds holding CASS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's CASS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Cass Information Systems (CASS) in Q2 2026: 5,431 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #3259 among its holdings.

170 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

Wealth Enhancement Advisory Services held 5,431 shares of Cass Information Systems worth $283K as of Q2 2026.
Cass Information Systems was a new Wealth Enhancement Advisory Services position in Q2 2026.
Cass Information Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3259 holding.
170 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.