WPA
CASS icon

Wealth Preservation Advisors’s Cass Information Systems CASS Stock Holding History

Wealth Preservation 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 		– Sell
-5
Closed -$220 – 217
2026
Q1 		$220 Buy
+5
New +$220 ﹤0.01% 873

Other funds holding CASS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
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

Wealth Preservation Advisors's CASS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Cass Information Systems (CASS) in Q2 2026, closing a stake of 5 shares — an estimated $220 sold.

Wealth Preservation Advisors first reported a position in CASS in Q1 2026 and held it in 1 quarter. The position peaked at $220 in Q1 2026. 170 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Cass Information Systems position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 5 Cass Information Systems shares in Q2 2026, an estimated $220.
  • Wealth Preservation Advisors first reported a position in Cass Information Systems in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Cass Information Systems position peaked at $220 in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.