Back to CASS
Copeland Capital Management, LLC → CASS
Copeland Capital Management, LLC CASS Position History
Cass Information Systems, Inc.
Quarters held
5
Latest value
$88K
Q3 2026
Peak value
$88K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $65K |
| Q4 2025 | $69K |
| Q1 2026 | $75K |
| Q2 2026 | $85K |
| Q3 2026 | $88K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $88K | 1.7K | — | — |
| Q2 2026 | $85K | 1.7K | — | — |
| Q1 2026 | $75K | 1.7K | — | — |
| Q4 2025 | $69K | 1.6K | — | — |
| Q3 2025 | $65K | 1.6K | — | — |