STACKSTONE WEALTH, LLC’s Casey's General Stores CASY Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio CASY Stock Details CASY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$403K	Buy	+662	New	+$511K	0.04%	243

Other funds holding CASY

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

STACKSTONE WEALTH, LLC's CASY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Casey's General Stores (CASY) in Q3 2026: 662 shares worth $403K. The stake represents 0.04% of the portfolio and ranks #243 among its holdings.

159 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

STACKSTONE WEALTH, LLC held 662 shares of Casey's General Stores worth $403K as of Q3 2026.
Casey's General Stores was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Casey's General Stores made up 0.04% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #243 holding.
159 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.