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Wilkerson Advisory Group LLC → CASS
Wilkerson Advisory Group LLC CASS Position History
Cass Information Systems, Inc.
Quarters held
4
Latest value
$19K
Q3 2026
Peak value
$19K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9K |
| Q1 2026 | $10K |
| Q2 2026 | $18K |
| Q3 2026 | $19K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19K | 347 | — | — |
| Q2 2026 | $18K | 345 | — | — |
| Q1 2026 | $10K | 224 | — | — |
| Q4 2025 | $9K | 222 | — | — |
Other funds holding CASS
Other Wilkerson Advisory Group LLC positions
SPY
$50.5MSTATE STREET SPDR S&P 500 ETF
SPY
$47.5MSTATE STREET SPDR S&P 500 ETF
SPY
$40.6MSTATE STREET SPDR S&P 500 ETF
SPY
$40.2MSTATE STR SPDR S&P 500 ETF TR TR UNIT
QCOM
$31.5MPACER US CASH COWS 100 ETF
VCTR
$30.5MVICTORYSHARES FREE CASH FLOW ETF
VCTR
$27MVICTORYSHARES FREE CASH FLOW ETF
VCTR
$23.1MVICTORYSHARES FREE CASH FLOW ETF