AFC
CASY icon

Ares Financial Consulting’s Casey's General Stores CASY Stock Holding History

Ares Financial Consulting’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 		$150K Hold
189
– – 0.11% 105
2026
Q1 		$139K Buy
+189
New +$123K 0.11% 100

Other funds holding CASY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Ares Financial Consulting's CASY Position: Q2 2026 in Review

Ares Financial Consulting held its Casey's General Stores (CASY) position steady in Q2 2026 at 189 shares worth $150K. The position accounts for 0.11% of the portfolio, ranked #105.

Ares Financial Consulting first reported a position in CASY in Q1 2026 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Ares Financial Consulting held 189 shares of Casey's General Stores worth $150K as of Q2 2026.
  • Ares Financial Consulting left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.11% of Ares Financial Consulting's portfolio in Q2 2026, its #105 holding.
  • Ares Financial Consulting first reported a position in Casey's General Stores in Q1 2026 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.