FFG
CASY icon

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

Fortem 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
Q1 		$509K Sell
700
-59
-8% -$38.4K 0.13% 122
2025
Q4 		$419K Sell
759
-586
-44% -$323K 0.11% 125
2025
Q3 		$760K Sell
1,345
-402
-23% -$210K 0.22% 84
2025
Q2 		$891K Sell
1,747
-1,038
-37% -$478K 0.29% 78
2025
Q1 		$1.21M Sell
2,785
-522
-16% -$214K 0.47% 63
2024
Q4 		$1.31M Buy
3,307
+125
+4% +$50.4K 0.51% 55
2024
Q3 		$1.2M Sell
3,182
-1,376
-30% -$515K 0.49% 61
2024
Q2 		$1.74M Buy
4,558
+95
+2% +$31.7K 0.75% 37
2024
Q1 		$1.42M Buy
4,463
+476
+12% +$139K 0.62% 49
2023
Q4 		$1.1M Buy
3,987
+674
+20% +$184K 0.55% 60
2023
Q3 		$900K Buy
3,313
+1,858
+128% +$471K 0.53% 59
2023
Q2 		$355K Buy
+1,455
New +$330K 0.21% 115

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

Fortem Financial Group's CASY Position: Q1 2026 in Review

Fortem Financial Group reduced its Casey's General Stores (CASY) stake by 7.8% in Q1 2026, selling an estimated $38.4K and leaving 700 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #122.

Fortem Financial Group first reported a position in CASY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q2 2024. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Fortem Financial Group held 700 shares of Casey's General Stores worth $509K as of Q1 2026.
  • Fortem Financial Group sold 59 Casey's General Stores shares in Q1 2026, an estimated $38.4K.
  • Casey's General Stores made up 0.13% of Fortem Financial Group's portfolio in Q1 2026, its #122 holding.
  • Fortem Financial Group first reported a position in Casey's General Stores in Q2 2023 and has held it in 12 quarters since.
  • Fortem Financial Group's Casey's General Stores position peaked at $1.74M in Q2 2024.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.