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
Q2 		$777K Sell
977
-77
-7% -$62K 0.04% 244
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Berger Financial Group's CASY Position: Q2 2026 in Review

Berger Financial Group reduced its Casey's General Stores (CASY) stake by 7.3% in Q2 2026, selling an estimated $62K and leaving 977 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #244.

Berger Financial Group first reported a position in CASY in Q1 2024 and has held it in 10 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Berger Financial Group held 977 shares of Casey's General Stores worth $777K as of Q2 2026.
  • Berger Financial Group sold 77 Casey's General Stores shares in Q2 2026, an estimated $62K.
  • Casey's General Stores made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #244 holding.
  • Berger Financial Group first reported a position in Casey's General Stores in Q1 2024 and has held it in 10 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.