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

Goldstone 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 		$801K Hold
1,101
– – 0.09% 137
2025
Q4 		$609K Hold
1,101
– – 0.07% 150
2025
Q3 		$622K Hold
1,101
– – 0.07% 150
2025
Q2 		$569K Hold
1,101
– – 0.08% 150
2025
Q1 		$478K Hold
1,101
– – 0.07% 139
2024
Q4 		$436K Buy
1,101
+7
+0.6% +$2.82K 0.07% 134
2024
Q3 		$411K Buy
1,094
+444
+68% +$166K 0.07% 134
2024
Q2 		$248K Hold
650
– – 0.05% 159
2024
Q1 		$207K Buy
+650
New +$190K 0.05% 160

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

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

Goldstone Financial Group held its Casey's General Stores (CASY) position steady in Q1 2026 at 1,101 shares worth $801K. The position accounts for 0.09% of the portfolio, ranked #137.

Goldstone Financial Group first reported a position in CASY in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Goldstone Financial Group held 1,101 shares of Casey's General Stores worth $801K as of Q1 2026.
  • Goldstone Financial Group left its Casey's General Stores share count unchanged in Q1 2026.
  • Casey's General Stores made up 0.09% of Goldstone Financial Group's portfolio in Q1 2026, its #137 holding.
  • Goldstone Financial Group first reported a position in Casey's General Stores in Q1 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.