Fiduciary Alliance
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Fiduciary Alliance’s Casey's General Stores CASY Stock Holding History

Fiduciary Alliance’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
Q3 		$4.04M Sell
6,642
-929
-12% -$717K 0.3% 87
2026
Q2 		$6.02M Buy
7,571
+537
+8% +$433K 0.41% 66
2026
Q1 		$5.18M Buy
7,034
+215
+3% +$140K 0.31% 80
2025
Q4 		$3.77M Buy
6,819
+4,276
+168% +$2.35M 0.25% 96
2025
Q3 		$1.44M Buy
+2,543
New +$1.33M 0.1% 191

Other funds holding CASY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fiduciary Alliance's CASY Position: Q3 2026 in Review

Fiduciary Alliance reduced its Casey's General Stores (CASY) stake by 12% in Q3 2026, selling an estimated $717K and leaving 6,642 shares worth $4.04M. The position accounts for 0.3% of the portfolio, ranked #87.

Fiduciary Alliance first reported a position in CASY in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.02M in Q2 2026. 192 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Fiduciary Alliance held 6,642 shares of Casey's General Stores worth $4.04M as of Q3 2026.
  • Fiduciary Alliance sold 929 Casey's General Stores shares in Q3 2026, an estimated $717K.
  • Casey's General Stores made up 0.3% of Fiduciary Alliance's portfolio in Q3 2026, its #87 holding.
  • Fiduciary Alliance first reported a position in Casey's General Stores in Q3 2025 and has held it in 5 quarters since.
  • Fiduciary Alliance's Casey's General Stores position peaked at $6.02M in Q2 2026.
  • 192 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.