Bellars Harris Wealth Management, LLC’s Casey's General Stores CASY Stock Holding History

Bellars Harris Wealth Management, 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 Q2	$5.05M	Buy	+6,349	New	+$5.12M	1.03%	47

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIM

Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's CASY Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Casey's General Stores (CASY) in Q2 2026: 6,349 shares worth $5.05M. The stake represents 1.03% of the portfolio and ranks #47 among its holdings.

607 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Bellars Harris Wealth Management, LLC held 6,349 shares of Casey's General Stores worth $5.05M as of Q2 2026.
Casey's General Stores was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Casey's General Stores made up 1.03% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #47 holding.
607 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.