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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
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

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

Fiduciary Alliance's CASY Position: Q2 2026 in Review

Fiduciary Alliance increased its Casey's General Stores (CASY) stake by 7.6% in Q2 2026, buying an estimated $433K and bringing the position to 7,571 shares worth $6.02M. The position accounts for 0.41% of the portfolio, ranked #66.

Fiduciary Alliance first reported a position in CASY in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Fiduciary Alliance held 7,571 shares of Casey's General Stores worth $6.02M as of Q2 2026.
  • Fiduciary Alliance bought 537 Casey's General Stores shares in Q2 2026, an estimated $433K.
  • Casey's General Stores made up 0.41% of Fiduciary Alliance's portfolio in Q2 2026, its #66 holding.
  • Fiduciary Alliance first reported a position in Casey's General Stores in Q3 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.