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Advocate Investing Services’s Casey's General Stores CASY Stock Holding History

Advocate Investing Services’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 		$21.5K Hold
27
– – 0.02% 223
2026
Q1 		$19.7K Hold
27
– – 0.02% 204
2025
Q4 		$14.9K Buy
+27
New +$14.9K 0.01% 208

Other funds holding CASY

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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advocate Investing Services's CASY Position: Q2 2026 in Review

Advocate Investing Services held its Casey's General Stores (CASY) position steady in Q2 2026 at 27 shares worth $21.5K. The position accounts for 0.02% of the portfolio, ranked #223.

Advocate Investing Services first reported a position in CASY in Q4 2025 and has held it in 3 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Advocate Investing Services held 27 shares of Casey's General Stores worth $21.5K as of Q2 2026.
  • Advocate Investing Services left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #223 holding.
  • Advocate Investing Services first reported a position in Casey's General Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.