Position in CASS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,448,601
+$518,718 QoQ
Shares Held
67,198
+1.0% QoQ
Ownership
0.525%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#30
of 170 holders
Holding Since
Jun 2023
13 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 ASSOCIATES LTD holds $3,990,503 across 3 Specialty Business Services names. CASS ranks #1 (86.4% of the industry book) .
All Filings in CASS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,448,601 | 67,198 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,929,883 | 66,558 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,485,968 | 59,874 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,700,161 | 68,654 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,442,456 | 79,228 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,236,311 | 74,828 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,169,089 | 53,021 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,728,969 | 65,790 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,232,419 | 55,713 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,117,225 | 64,713 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,963,839 | 65,790 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,493,068 | 66,928 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,527,215 | 65,168 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||