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PRIVATE TRUST CO NA CASS Position History
Cass Information Systems, Inc.
Quarters held
4
Latest value
$15K
Q3 2026
Peak value
$15K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12K |
| Q1 2026 | $13K |
| Q2 2026 | $14K |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 273 | — | — |
| Q2 2026 | $14K | 273 | — | — |
| Q1 2026 | $13K | 291 | — | — |
| Q4 2025 | $12K | 291 | — | — |