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Wilkerson Advisory Group’s Cass Information Systems CASS Stock Holding History

Wilkerson Advisory Group’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 		$17.7K Buy
345
+121
+54% +$5.74K 0.01% 344
2026
Q1 		$9.86K Buy
224
+2
+0.9% +$88 ﹤0.01% 404
2025
Q4 		$9.23K Buy
+222
New +$9.04K ﹤0.01% 347

Other funds holding CASS

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wilkerson Advisory Group's CASS Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Cass Information Systems (CASS) stake by 54% in Q2 2026, buying an estimated $5.74K and bringing the position to 345 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #344.

Wilkerson Advisory Group first reported a position in CASS in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold CASS as of Q2 2026.

  • Wilkerson Advisory Group held 345 shares of Cass Information Systems worth $17.7K as of Q2 2026.
  • Wilkerson Advisory Group bought 121 Cass Information Systems shares in Q2 2026, an estimated $5.74K.
  • Cass Information Systems made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #344 holding.
  • Wilkerson Advisory Group first reported a position in Cass Information Systems in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Cass Information Systems as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.