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Everhart Financial Group’s Casey's General Stores CASY Stock Holding History

Everhart Financial 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 		$291K Buy
366
+45
+14% +$36.3K 0.02% 377
2026
Q1 		$234K Buy
+321
New +$209K 0.02% 417

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
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
RP
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Everhart Financial Group's CASY Position: Q2 2026 in Review

Everhart Financial Group increased its Casey's General Stores (CASY) stake by 14% in Q2 2026, buying an estimated $36.3K and bringing the position to 366 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #377.

Everhart Financial Group first reported a position in CASY in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Everhart Financial Group held 366 shares of Casey's General Stores worth $291K as of Q2 2026.
  • Everhart Financial Group bought 45 Casey's General Stores shares in Q2 2026, an estimated $36.3K.
  • Casey's General Stores made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #377 holding.
  • Everhart Financial Group first reported a position in Casey's General Stores in Q1 2026 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.