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Compass Financial Management’s Casey's General Stores CASY Stock Holding History

Compass Financial Management’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 		$557K Buy
+675
New +$544K 0.07% 263

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

Compass Financial Management's CASY Position: Q2 2026 in Review

Compass Financial Management opened a new position in Casey's General Stores (CASY) in Q2 2026: 675 shares worth $557K. The stake represents 0.07% of the portfolio and ranks #263 among its holdings.

1,022 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Compass Financial Management held 675 shares of Casey's General Stores worth $557K as of Q2 2026.
  • Casey's General Stores was a new Compass Financial Management position in Q2 2026.
  • Casey's General Stores made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #263 holding.
  • 1,022 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.