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

BCS Private 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 Q1	$775K	Hold	1,065	–	–	0.24%	81
2025 Q4	$589K	Hold	1,065	–	–	0.2%	80
2025 Q3	$602K	Sell	1,065 -15	-1%	-$7.85K	0.22%	79
2025 Q2	$551K	Buy	+1,080	New	+$498K	0.21%	82

Other funds holding CASY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCS Private Wealth Management's CASY Position: Q1 2026 in Review

BCS Private Wealth Management held its Casey's General Stores (CASY) position steady in Q1 2026 at 1,065 shares worth $775K. The position accounts for 0.24% of the portfolio, ranked #81.

BCS Private Wealth Management first reported a position in CASY in Q2 2025 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

BCS Private Wealth Management held 1,065 shares of Casey's General Stores worth $775K as of Q1 2026.
BCS Private Wealth Management left its Casey's General Stores share count unchanged in Q1 2026.
Casey's General Stores made up 0.24% of BCS Private Wealth Management's portfolio in Q1 2026, its #81 holding.
BCS Private Wealth Management first reported a position in Casey's General Stores in Q2 2025 and has held it in 4 quarters since.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.