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Atwood & Palmer’s Casey's General Stores CASY Stock Holding History

Atwood & Palmer’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 		$1.83K Hold
3
– – ﹤0.01% 448
2026
Q2 		$2.38K Hold
3
– – ﹤0.01% 432
2026
Q1 		$2.18K Hold
3
– – ﹤0.01% 438
2025
Q4 		$1.66K Buy
+3
New +$1.65K ﹤0.01% 450

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Atwood & Palmer's CASY Position: Q3 2026 in Review

Atwood & Palmer held its Casey's General Stores (CASY) position steady in Q3 2026 at 3 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Atwood & Palmer first reported a position in CASY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.38K in Q2 2026. 31 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Atwood & Palmer held 3 shares of Casey's General Stores worth $1.83K as of Q3 2026.
  • Atwood & Palmer left its Casey's General Stores share count unchanged in Q3 2026.
  • Casey's General Stores made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #448 holding.
  • Atwood & Palmer first reported a position in Casey's General Stores in Q4 2025 and has held it in 4 quarters since.
  • Atwood & Palmer's Casey's General Stores position peaked at $2.38K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.