Rothwell Investment Advisors, LLC’s Casey's General Stores CASY Stock Holding History

Rothwell Investment Advisors, 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	$810K	Buy	+1,331	New	+$1.03M	0.43%	43

Other funds holding CASY

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CASY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Casey's General Stores (CASY) in Q3 2026: 1,331 shares worth $810K. The stake represents 0.43% of the portfolio and ranks #43 among its holdings.

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

Rothwell Investment Advisors, LLC held 1,331 shares of Casey's General Stores worth $810K as of Q3 2026.
Casey's General Stores was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Casey's General Stores made up 0.43% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #43 holding.
525 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.