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BOK Financial Private Wealth’s Casey's General Stores CASY Stock Holding History

BOK Financial Private Wealth’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
2025
Q2 		– Sell
-34
Closed -$14.8K – 430
2025
Q1 		$14.8K Buy
+34
New +$13.9K ﹤0.01% 365
2024
Q1 		– Sell
-9
Closed -$2.47K – 469
2023
Q4 		$2.47K Buy
+9
New +$2.46K ﹤0.01% 437

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BOK Financial Private Wealth's CASY Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Casey's General Stores (CASY) in Q2 2025, closing a stake of 34 shares — an estimated $14.8K sold.

BOK Financial Private Wealth first reported a position in CASY in Q4 2023 and held it in 2 quarters. The position peaked at $14.8K in Q1 2025. 791 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Casey's General Stores position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 34 Casey's General Stores shares in Q2 2025, an estimated $14.8K.
  • BOK Financial Private Wealth first reported a position in Casey's General Stores in Q4 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Casey's General Stores position peaked at $14.8K in Q1 2025.
  • 791 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.