Comprehensive Financial Consultants Institutional’s Casey's General Stores CASY Stock Holding History

Comprehensive Financial Consultants Institutional’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	$375K	Hold	472	–	–	0.1%	153
2026 Q1	$344K	Hold	472	–	–	0.1%	152
2025 Q4	$261K	Hold	472	–	–	0.08%	171
2025 Q3	$267K	Hold	472	–	–	0.08%	167
2025 Q2	$241K	Hold	472	–	–	0.08%	171
2025 Q1	$205K	Buy	+472	New	+$193K	0.07%	173
2022 Q1	–	Sell	-472	Closed	-$88K	–	192
2021 Q4	$88K	Buy	+472	New	+$91.2K	0.06%	194

Other funds holding CASY

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's CASY Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its Casey's General Stores (CASY) position steady in Q2 2026 at 472 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #153.

Comprehensive Financial Consultants Institutional first reported a position in CASY in Q4 2021 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Comprehensive Financial Consultants Institutional held 472 shares of Casey's General Stores worth $375K as of Q2 2026.
Comprehensive Financial Consultants Institutional left its Casey's General Stores share count unchanged in Q2 2026.
Casey's General Stores made up 0.1% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #153 holding.
Comprehensive Financial Consultants Institutional first reported a position in Casey's General Stores in Q4 2021 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.