Pinnacle Wealth Management Advisory Group, LLC
Position in CASS — Cass Information Systems Inc
CIK 1631864
RED BANK, NJ
Position in CASS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$294,936
-$93,672 QoQ
Shares Held
5,747
-34.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#92
of 170 holders
Holding Since
Dec 2025
3 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $826,123 across 3 Specialty Business Services names. CASS ranks #2 (35.7% of the industry book) .
All Filings in CASS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,936 | 5,747 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $388,608 | 8,828 | 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. | ||||||