CIA
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Concurrent Investment Advisors’s Casey's General Stores CASY Stock Holding History

Concurrent Investment Advisors’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 		$3.47M Buy
4,368
+167
+4% +$135K 0.03% 537
2026
Q1 		$3.06M Buy
4,201
+1,170
+39% +$762K 0.03% 480
2025
Q4 		$1.68M Buy
3,031
+1,043
+52% +$574K 0.02% 635
2025
Q3 		$1.12M Buy
1,988
+24
+1% +$12.6K 0.02% 619
2025
Q2 		$1M Sell
1,964
-81
-4% -$37.3K 0.02% 594
2025
Q1 		$887K Sell
2,045
-302
-13% -$124K 0.02% 579
2024
Q4 		$930K Sell
2,347
-499
-18% -$201K 0.03% 511
2024
Q3 		$1.07M Buy
2,846
+7
+0.2% +$2.62K 0.03% 444
2024
Q2 		$1.08M Sell
2,839
-287
-9% -$95.8K 0.04% 409
2024
Q1 		$995K Buy
3,126
+697
+29% +$204K 0.04% 372
2023
Q4 		$667K Buy
+2,429
New +$664K 0.03% 420

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Concurrent Investment Advisors's CASY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Casey's General Stores (CASY) stake by 4% in Q2 2026, buying an estimated $135K and bringing the position to 4,368 shares worth $3.47M. The position accounts for 0.03% of the portfolio, ranked #537.

Concurrent Investment Advisors first reported a position in CASY in Q4 2023 and has held it in 11 quarters since. 434 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Concurrent Investment Advisors held 4,368 shares of Casey's General Stores worth $3.47M as of Q2 2026.
  • Concurrent Investment Advisors bought 167 Casey's General Stores shares in Q2 2026, an estimated $135K.
  • Casey's General Stores made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #537 holding.
  • Concurrent Investment Advisors first reported a position in Casey's General Stores in Q4 2023 and has held it in 11 quarters since.
  • 434 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.