Acumen Wealth Advisors, LLC
Position in CASS — Cass Information Systems Inc
CIK 1939202
CHATTANOOGA, TN
Position in CASS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,658,152
-$2,343 QoQ
Shares Held
105,819
-5.7% QoQ
Ownership
0.822%
of shares outstanding
% of Portfolio
1.97%
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, 2026Acumen Wealth Advisors, LLC holds $4,658,152 across 1 Specialty Business Services name. CASS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASS |
Cass Information Systems Inc
This page
|
105,819 | $4,658,152 |
All Filings in CASS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,658,152 | 105,819 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,660,495 | 112,247 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||