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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
Q2 		$556K Hold
700
– – 0.11% 120
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Fortem Financial Group held its Casey's General Stores (CASY) position steady in Q2 2026 at 700 shares worth $556K. The position accounts for 0.11% of the portfolio, ranked #120.

Fortem Financial Group first reported a position in CASY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.74M in Q2 2024. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Fortem Financial Group held 700 shares of Casey's General Stores worth $556K as of Q2 2026.
  • Fortem Financial Group left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.11% of Fortem Financial Group's portfolio in Q2 2026, its #120 holding.
  • Fortem Financial Group first reported a position in Casey's General Stores in Q2 2023 and has held it in 13 quarters since.
  • Fortem Financial Group's Casey's General Stores position peaked at $1.74M in Q2 2024.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.