MONETA GROUP INVESTMENT ADVISORS LLC
Position in CASS — Cass Information Systems Inc
CIK 1120927
ST LOUIS, MO
Position in CASS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,612,012
+$224,546 QoQ
Shares Held
31,411
-0.3% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#43
of 170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CASS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $1,879,207 across 2 Specialty Business Services names. CASS ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASS |
Cass Information Systems Inc
This page
|
31,411 | $1,612,012 | |
| 2 | CTAS |
Cintas Corp
|
1,571 | $267,195 |
All Filings in CASS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,612,012 | 31,411 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,387,466 | 31,519 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,505,847 | 36,268 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,426,459 | 36,269 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,607,606 | 36,999 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,600,206 | 36,999 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,598,108 | 39,064 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,620,374 | 39,064 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,565,294 | 39,064 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,896,356 | 39,368 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,861,871 | 41,329 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,539,505 | 41,329 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,598,627 | 41,223 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,756,653 | 40,560 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,818,412 | 39,686 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,452,990 | 41,885 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,512,009 | 44,734 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,545,015 | 41,859 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,667,010 | 42,396 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,773,979 | 42,389 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,728,003 | 42,405 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,012,004 | 43,484 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,456,984 | 37,445 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,506,988 | 37,450 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,461,985 | 37,458 | 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. | ||||||