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 Q2	$771K	Sell	970 -95	-9%	-$76.5K	0.23%	76
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCS Private Wealth Management's CASY Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Casey's General Stores (CASY) stake by 8.9% in Q2 2026, selling an estimated $76.5K and leaving 970 shares worth $771K. The position accounts for 0.23% of the portfolio, ranked #76.

BCS Private Wealth Management first reported a position in CASY in Q2 2025 and has held it in 5 quarters since. The position peaked at $775K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

BCS Private Wealth Management held 970 shares of Casey's General Stores worth $771K as of Q2 2026.
BCS Private Wealth Management sold 95 Casey's General Stores shares in Q2 2026, an estimated $76.5K.
Casey's General Stores made up 0.23% of BCS Private Wealth Management's portfolio in Q2 2026, its #76 holding.
BCS Private Wealth Management first reported a position in Casey's General Stores in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's Casey's General Stores position peaked at $775K in Q1 2026.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.