Acumen Wealth Advisors, LLC
Position in CASS — Cass Information Systems Inc
CIK 1939202
CHATTANOOGA, TN
Position in CASS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,420,367
+$762,215 QoQ
Shares Held
105,619
-0.2% QoQ
Ownership
0.825%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#17
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, 2026Acumen Wealth Advisors, LLC holds $5,420,367 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
|
105,619 | $5,420,367 |
All Filings in CASS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,420,367 | 105,619 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||