Pinnacle Wealth Management Advisory Group, LLC

Position in CASS — Cass Information Systems Inc

CIK 1631864 RED BANK, NJ

Back to CASS Full portfolio

Position in CASS

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$388,608

-$21,235 QoQ

Shares Held

8,828

-10.6% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 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 Mar 31, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $1,062,995 across 4 Specialty Business Services names. CASS ranks #1 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASS	Cass Information Systems Inc This page	8,828	$388,608
2	CPRT	Copart Inc	7,624	$253,116
3	ARMK	Aramark	5,339	$216,443
4	CTAS	Cintas Corp	1,211	$204,828

All Filings in CASS

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$388,608	8,828	-10.6%	Shares	Sole	2026-04-21
2025-12-31	$409,843	9,871	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.