Ownership history in Larson Financial Group LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Larson Financial Group LLC reported a position in CASS INFORMATION SYS INC (CASS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Larson Financial Group LLC underperformed the S&P 500 by β29.7% annually on this CASS position. Timing score: 50% (2/4 decisions correct). Average cost basis: $45.80. Maximum drawdown during holding period: β38.7%.
β Significantly underperformed the S&P 500 by 29.7% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $45.27 (2019 Q3) Β· Worst: $48.65 (2019 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 3 trims. Bought during 0 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size