Commonwealth Financial Services
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Commonwealth Financial Services’s Casey's General Stores CASY Stock Holding History

Commonwealth Financial Services’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
Q3 		$332K Sell
545
-23
-4% -$17.7K 0.06% 168
2026
Q2 		$451K Buy
568
+50
+10% +$40.3K 0.06% 155
2026
Q1 		$377K Buy
518
+45
+10% +$29.3K 0.06% 148
2025
Q4 		$261K Buy
473
+7
+2% +$3.85K 0.04% 188
2025
Q3 		$263K Buy
466
+35
+8% +$18.3K 0.05% 183
2025
Q2 		$220K Buy
+431
New +$199K 0.04% 190
2017
Q1 		$9K Buy
+86
New +$9.9K 0.01% 201

Other funds holding CASY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Financial Services's CASY Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Casey's General Stores (CASY) stake by 4% in Q3 2026, selling an estimated $17.7K and leaving 545 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #168.

Commonwealth Financial Services first reported a position in CASY in Q1 2017 and has held it in 7 quarters since. The position peaked at $451K in Q2 2026. 177 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Commonwealth Financial Services held 545 shares of Casey's General Stores worth $332K as of Q3 2026.
  • Commonwealth Financial Services sold 23 Casey's General Stores shares in Q3 2026, an estimated $17.7K.
  • Casey's General Stores made up 0.06% of Commonwealth Financial Services's portfolio in Q3 2026, its #168 holding.
  • Commonwealth Financial Services first reported a position in Casey's General Stores in Q1 2017 and has held it in 7 quarters since.
  • Commonwealth Financial Services's Casey's General Stores position peaked at $451K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.