BFC Planning, Inc.’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49M Buy
1,877
+83
+5% +$66.9K 0.06% 305
2026
Q1
$1.31M Buy
1,794
+1,674
+1,395% +$1.09M 0.06% 311
2025
Q4
$66.4K Sell
120
-16
-12% -$8.8K ﹤0.01% 1250
2025
Q3
$77K Hold
136
– – 0.01% 1020
2025
Q2
$69.5K Buy
136
+2
+1% +$922 0.01% 1007
2025
Q1
$58.2K Buy
134
+6
+5% +$2.46K 0.01% 1050
2024
Q4
$50.8K Buy
+128
New +$51.6K ﹤0.01% 1101

Other funds holding CASY

BFC Planning, Inc.'s CASY Position: Q2 2026 in Review

BFC Planning, Inc. increased its Casey's General Stores (CASY) stake by 4.6% in Q2 2026, buying an estimated $66.9K and bringing the position to 1,877 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #305.

BFC Planning, Inc. first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. 1,091 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • BFC Planning, Inc. held 1,877 shares of Casey's General Stores worth $1.49M as of Q2 2026.
  • BFC Planning, Inc. bought 83 Casey's General Stores shares in Q2 2026, an estimated $66.9K.
  • Casey's General Stores made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #305 holding.
  • BFC Planning, Inc. first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
  • 1,091 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.