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Cornerstone Planning Group’s Casey's General Stores CASY Stock Holding History

Cornerstone Planning Group’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 		$65.2K Sell
76
-12
-14% -$9.67K 0.01% 339
2026
Q1 		$75K Buy
88
+22
+33% +$14.3K 0.01% 299
2025
Q4 		$40.6K Buy
66
+1
+2% +$550 0.01% 395
2025
Q3 		$33.7K Buy
65
+54
+491% +$28.3K 0.01% 433
2025
Q2 		$5.66K Sell
11
-8
-42% -$3.69K ﹤0.01% 695
2025
Q1 		$8.65K Buy
19
+12
+171% +$4.92K ﹤0.01% 611
2024
Q4 		$2.94K Hold
7
– – ﹤0.01% 698
2024
Q3 		$2.79K Hold
7
– – ﹤0.01% 696
2024
Q2 		$2.6K Hold
7
– – ﹤0.01% 711
2024
Q1 		$2.2K Hold
7
– – ﹤0.01% 650
2023
Q4 		$1.92K Hold
7
– – ﹤0.01% 644
2023
Q3 		$1.9K Sell
7
-22
-76% -$5.57K ﹤0.01% 671
2023
Q2 		$7.07K Buy
+29
New +$6.57K ﹤0.01% 776
2022
Q4 		$6.68K Buy
+29
New +$6.61K ﹤0.01% 768

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Cornerstone Planning Group's CASY Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Casey's General Stores (CASY) stake by 14% in Q2 2026, selling an estimated $9.67K and leaving 76 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #339.

Cornerstone Planning Group first reported a position in CASY in Q4 2022 and has held it in 14 quarters since. The position peaked at $75K in Q1 2026. 622 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Cornerstone Planning Group held 76 shares of Casey's General Stores worth $65.2K as of Q2 2026.
  • Cornerstone Planning Group sold 12 Casey's General Stores shares in Q2 2026, an estimated $9.67K.
  • Casey's General Stores made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #339 holding.
  • Cornerstone Planning Group first reported a position in Casey's General Stores in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Casey's General Stores position peaked at $75K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.