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Curran Financial Partners’s Casey's General Stores CASY Stock Holding History

Curran Financial Partners’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
Q1 		$291K Hold
400
– – 0.05% 103
2025
Q4 		$221K Hold
400
– – 0.04% 116
2025
Q3 		$226K Hold
400
– – 0.04% 122
2025
Q2 		$204K Buy
+400
New +$184K 0.05% 119

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curran Financial Partners's CASY Position: Q1 2026 in Review

Curran Financial Partners held its Casey's General Stores (CASY) position steady in Q1 2026 at 400 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #103.

Curran Financial Partners first reported a position in CASY in Q2 2025 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Curran Financial Partners held 400 shares of Casey's General Stores worth $291K as of Q1 2026.
  • Curran Financial Partners left its Casey's General Stores share count unchanged in Q1 2026.
  • Casey's General Stores made up 0.05% of Curran Financial Partners's portfolio in Q1 2026, its #103 holding.
  • Curran Financial Partners first reported a position in Casey's General Stores in Q2 2025 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.