Accel Wealth Management
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Accel Wealth Management’s Casey's General Stores CASY Stock Holding History

Accel Wealth Management’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 		$318K Buy
522
+24
+5% +$18.5K 0.07% 206
2026
Q2 		$396K Sell
498
-451
-48% -$363K 0.09% 187
2026
Q1 		$691K Hold
949
– – 0.18% 123
2025
Q4 		$525K Buy
949
+84
+10% +$46.2K 0.14% 142
2025
Q3 		$489K Buy
865
+25
+3% +$13.1K 0.14% 148
2025
Q2 		$429K Buy
840
+69
+9% +$31.8K 0.14% 155
2025
Q1 		$335K Hold
771
– – 0.12% 177
2024
Q4 		$305K Hold
771
– – 0.12% 185
2024
Q3 		$290K Buy
771
+30
+4% +$11.2K 0.11% 189
2024
Q2 		$283K Hold
741
– – 0.11% 175
2024
Q1 		$236K Buy
+741
New +$216K 0.1% 187
2023
Q2 		– Sell
-322
Closed -$69.7K – 264
2023
Q1 		$69.7K Buy
322
+4
+1% +$875 0.03% 403
2022
Q4 		$71.3K Buy
318
+38
+14% +$8.66K 0.03% 299
2022
Q3 		$57K Hold
280
– – 0.03% 338
2022
Q2 		$56K Hold
280
– – 0.03% 326
2022
Q1 		$56K Sell
280
-25
-8% -$4.7K 0.03% 348
2021
Q4 		$60K Buy
305
+125
+69% +$24.2K 0.03% 348
2021
Q3 		$34K Sell
180
-25
-12% -$4.9K 0.02% 389
2021
Q2 		$40K Buy
205
+25
+14% +$5.38K 0.03% 379
2021
Q1 		$39K Hold
180
– – 0.03% 360
2020
Q4 		$32K Buy
+180
New +$32.6K 0.03% 390

Other funds holding CASY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Accel Wealth Management's CASY Position: Q3 2026 in Review

Accel Wealth Management increased its Casey's General Stores (CASY) stake by 4.8% in Q3 2026, buying an estimated $18.5K and bringing the position to 522 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #206.

Accel Wealth Management first reported a position in CASY in Q4 2020 and has held it in 21 quarters since. The position peaked at $691K in Q1 2026. 532 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Accel Wealth Management held 522 shares of Casey's General Stores worth $318K as of Q3 2026.
  • Accel Wealth Management bought 24 Casey's General Stores shares in Q3 2026, an estimated $18.5K.
  • Casey's General Stores made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #206 holding.
  • Accel Wealth Management first reported a position in Casey's General Stores in Q4 2020 and has held it in 21 quarters since.
  • Accel Wealth Management's Casey's General Stores position peaked at $691K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.