BFG
CASY icon

Berger Financial Group’s Casey's General Stores CASY Stock Holding History

Berger Financial Group’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 		$767K Sell
1,054
-33
-3% -$21.5K 0.04% 238
2025
Q4 		$601K Buy
1,087
+2
+0.2% +$1.1K 0.03% 268
2025
Q3 		$613K Buy
1,085
+2
+0.2% +$1.05K 0.04% 260
2025
Q2 		$553K Hold
1,083
– – 0.04% 255
2025
Q1 		$470K Hold
1,083
– – 0.03% 267
2024
Q4 		$429K Buy
1,083
+414
+62% +$167K 0.03% 274
2024
Q3 		$251K Hold
669
– – 0.02% 343
2024
Q2 		$255K Buy
669
+11
+2% +$3.67K 0.02% 316
2024
Q1 		$210K Buy
+658
New +$192K 0.02% 350

Other funds holding CASY

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berger Financial Group's CASY Position: Q1 2026 in Review

Berger Financial Group reduced its Casey's General Stores (CASY) stake by 3% in Q1 2026, selling an estimated $21.5K and leaving 1,054 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #238.

Berger Financial Group first reported a position in CASY in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Berger Financial Group held 1,054 shares of Casey's General Stores worth $767K as of Q1 2026.
  • Berger Financial Group sold 33 Casey's General Stores shares in Q1 2026, an estimated $21.5K.
  • Casey's General Stores made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #238 holding.
  • Berger Financial Group first reported a position in Casey's General Stores in Q1 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.