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Cerity Partners LLC

Position in CASS — Cass Information Systems Inc

CIK 1566475 NEW YORK, NY

Position in CASS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$265,323
New position
Shares Held
5,170
first reported quarter
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 170 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 8% Shared 22% None 70%

Position in Specialty Business Services

Industrials · as of Jun 30, 2026

Cerity Partners LLC holds $100,841,104 across 22 Specialty Business Services names. CASS ranks #20 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CASS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $265,323 5,170