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PINNACLE ASSOCIATES LTD → CASS
PINNACLE ASSOCIATES LTD CASS Position History
Cass Information Systems, Inc.
Quarters held
5
Latest value
$3.5M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q4 2025 | $2.5M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 66.3K | — | — |
| Q2 2026 | $3.4M | 67.2K | — | — |
| Q1 2026 | $2.9M | 66.6K | — | — |
| Q4 2025 | $2.5M | 59.9K | — | — |
| Q3 2025 | $2.7M | 68.7K | — | — |