Cetera Investment Advisers
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Cetera Investment Advisers’s Casey's General Stores CASY Stock Holding History

Cetera Investment Advisers’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 		$20M Buy
27,429
+2,998
+12% +$1.95M 0.02% 681
2025
Q4 		$13.5M Buy
24,431
+378
+2% +$208K 0.01% 861
2025
Q3 		$13.6M Buy
24,053
+3,477
+17% +$1.82M 0.02% 830
2025
Q2 		$10.5M Buy
20,576
+3,053
+17% +$1.41M 0.02% 802
2025
Q1 		$7.61M Sell
17,523
-81
-0.5% -$33.2K 0.01% 900
2024
Q4 		$6.98M Buy
17,604
+355
+2% +$143K 0.01% 869
2024
Q3 		$6.48M Buy
17,249
+7,294
+73% +$2.73M 0.01% 873
2024
Q2 		$3.8M Buy
9,955
+664
+7% +$222K 0.01% 1151
2024
Q1 		$2.96M Buy
9,291
+6,680
+256% +$1.95M 0.01% 1292
2023
Q4 		$717K Sell
2,611
-455
-15% -$124K 0.01% 1294
2023
Q3 		$833K Sell
3,066
-21
-0.7% -$5.32K 0.01% 1130
2023
Q2 		$753K Sell
3,087
-334
-10% -$75.7K 0.01% 1212
2023
Q1 		$740K Buy
3,421
+204
+6% +$44.6K 0.01% 1189
2022
Q4 		$722K Buy
3,217
+651
+25% +$148K 0.01% 1159
2022
Q3 		$520K Sell
2,566
-204
-7% -$42.3K 0.01% 971
2022
Q2 		$512K Buy
2,770
+225
+9% +$45.3K 0.01% 1086
2022
Q1 		$504K Sell
2,545
-1,000
-28% -$188K 0.01% 1155
2021
Q4 		$700K Buy
3,545
+1,051
+42% +$203K 0.01% 986
2021
Q3 		$470K Sell
2,494
-87
-3% -$17.1K 0.01% 1180
2021
Q2 		$502K Buy
2,581
+1,395
+118% +$300K 0.01% 1120
2021
Q1 		$256K Sell
1,186
-1,277
-52% -$255K 0.01% 1334
2020
Q4 		$440K Buy
+2,463
New +$447K 0.01% 1019

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

Cetera Investment Advisers's CASY Position: Q1 2026 in Review

Cetera Investment Advisers increased its Casey's General Stores (CASY) stake by 12% in Q1 2026, buying an estimated $1.95M and bringing the position to 27,429 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #681.

Cetera Investment Advisers first reported a position in CASY in Q4 2020 and has held it in 22 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Cetera Investment Advisers held 27,429 shares of Casey's General Stores worth $20M as of Q1 2026.
  • Cetera Investment Advisers bought 2,998 Casey's General Stores shares in Q1 2026, an estimated $1.95M.
  • Casey's General Stores made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #681 holding.
  • Cetera Investment Advisers first reported a position in Casey's General Stores in Q4 2020 and has held it in 22 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.