CSM Advisors, LLC

Position in CASS — Cass Information Systems Inc

CIK 1863523 WARRENDALE, PA

Position in CASS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,954,976

+$204,060 QoQ

Shares Held

89,845

-0.5% QoQ

Ownership

0.698%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Industrials · as of Mar 31, 2026

CSM Advisors, LLC holds $10,413,173 across 3 Specialty Business Services names. CASS ranks #2 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABM	Abm Industries Inc /De/	112,654	$4,339,432
2	CASS	Cass Information Systems Inc This page	89,845	$3,954,976
3	AMTM	Amentum Holdings, Inc.	81,241	$2,118,765

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,954,976	89,845	-0.5%	Shares	Sole	2026-05-15
2025-12-31	$3,750,916	90,340	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$3,547,369	90,195	-3.2%	Shares	Sole	2025-11-14
2025-06-30	$4,046,933	93,140	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.