MONETA GROUP INVESTMENT ADVISORS LLC

Position in CASS — Cass Information Systems Inc

CIK 1120927 ST LOUIS, MO

Position in CASS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,387,466

-$118,381 QoQ

Shares Held

31,519

-13.1% QoQ

Ownership

0.245%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $1,977,816 across 3 Specialty Business Services names. CASS ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASS	Cass Information Systems Inc This page	31,519	$1,387,466
2	CTAS	Cintas Corp	2,037	$344,538
3	CPRT	Copart Inc	7,404	$245,812

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,387,466	31,519	-13.1%	Shares	Sole	2026-05-12
2025-12-31	$1,505,847	36,268	-0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,426,459	36,269	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$1,607,606	36,999	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,600,206	36,999	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$1,598,108	39,064	0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,620,374	39,064	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,565,294	39,064	-0.8%	Shares	Sole	2024-08-13
2024-03-31	$1,896,356	39,368	-4.7%	Shares	Sole	2024-08-13
2023-12-31	$1,861,871	41,329	0.0%	Shares	Sole	2024-02-15
2023-09-30	$1,539,505	41,329	+0.3%	Shares	Sole	2023-11-15
2023-06-30	$1,598,627	41,223	+1.6%	Shares	Sole	2023-08-15
2023-03-31	$1,756,653	40,560	+2.2%	Shares	Sole	2023-05-15
2022-12-31	$1,818,412	39,686	-5.3%	Shares	Sole	2023-02-16
2022-09-30	$1,452,990	41,885	-6.4%	Shares	Sole	2022-11-14
2022-06-30	$1,512,009	44,734	+6.9%	Shares	Sole	2022-08-15
2022-03-31	$1,545,015	41,859	-1.3%	Shares	Sole	2022-05-11
2021-12-31	$1,667,010	42,396	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,773,979	42,389	-0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,728,003	42,405	-2.5%	Shares	Sole	2021-08-13
2021-03-31	$2,012,004	43,484	+16.1%	Shares	Sole	2021-05-14
2020-12-31	$1,456,984	37,445	-0.0%	Shares	Sole	2021-02-12
2020-09-30	$1,506,988	37,450	-0.0%	Shares	Sole	2020-11-13
2020-06-30	$1,461,985	37,458	+6.1%	Shares	Sole	2020-08-12
2020-03-31	$1,241,007	35,296	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.