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Verdence Capital Advisors LLC → CASS
Verdence Capital Advisors LLC CASS Position History
Cass Information Systems, Inc.
Quarters held
3
Latest value
$714K
Q3 2026
Peak value
$714K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $423K |
| Q2 2026 | $652K |
| Q3 2026 | $714K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $714K | 13.4K | — | — |
| Q2 2026 | $652K | 12.7K | — | — |
| Q1 2026 | $423K | 9.6K | — | — |