Superior Planning, LLC’s Casey's General Stores CASY Stock Holding History

Superior Planning, 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	$24.3K	Buy	+40	New	+$30.9K	0.01%	620

Other funds holding CASY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's CASY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Casey's General Stores (CASY) in Q3 2026: 40 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #620 among its holdings.

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

Superior Planning, LLC held 40 shares of Casey's General Stores worth $24.3K as of Q3 2026.
Casey's General Stores was a new Superior Planning, LLC position in Q3 2026.
Casey's General Stores made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #620 holding.
724 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.