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Financial Advocates Investment Management’s Casey's General Stores CASY Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-1,813
Closed -$787K – 648
2025
Q1 		$787K Buy
1,813
+10
+0.6% +$4.1K 0.06% 330
2024
Q4 		$714K Buy
1,803
+4
+0.2% +$1.61K 0.04% 371
2024
Q3 		$676K Buy
1,799
+42
+2% +$15.7K 0.04% 390
2024
Q2 		$670K Buy
1,757
+326
+23% +$109K 0.04% 369
2024
Q1 		$456K Buy
1,431
+451
+46% +$132K 0.03% 474
2023
Q4 		$269K Buy
980
+23
+2% +$6.29K 0.02% 588
2023
Q3 		$260K Buy
+957
New +$242K 0.02% 569

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's CASY Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Casey's General Stores (CASY) in Q2 2025, closing a stake of 1,813 shares — an estimated $787K sold.

Financial Advocates Investment Management first reported a position in CASY in Q3 2023 and held it in 7 quarters. The position peaked at $787K in Q1 2025. 791 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Casey's General Stores position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,813 Casey's General Stores shares in Q2 2025, an estimated $787K.
  • Financial Advocates Investment Management first reported a position in Casey's General Stores in Q3 2023 and held it in 7 quarters.
  • Financial Advocates Investment Management's Casey's General Stores position peaked at $787K in Q1 2025.
  • 791 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.