Greenleaf Trust’s Casey's General Stores CASY Stock Holding History

Greenleaf Trust’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	$843K	Buy	1,061 +123	+13%	+$99.1K	0.01%	404
2026 Q1	$683K	Buy	938 +9	+1%	+$5.86K	0.01%	423
2025 Q4	$513K	Buy	929 +567	+157%	+$312K	﹤0.01%	492
2025 Q3	$205K	Buy	+362	New	+$189K	﹤0.01%	778
2021 Q4	–	Sell	-1,345	Closed	-$253K	–	764
2021 Q3	$253K	Sell	1,345 -7	-0.5%	-$1.37K	﹤0.01%	629
2021 Q2	$263K	Buy	1,352 +15	+1%	+$3.23K	﹤0.01%	624
2021 Q1	$289K	Buy	+1,337	New	+$267K	﹤0.01%	561

Other funds holding CASY

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Greenleaf Trust's CASY Position: Q2 2026 in Review

Greenleaf Trust increased its Casey's General Stores (CASY) stake by 13% in Q2 2026, buying an estimated $99.1K and bringing the position to 1,061 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #404.

Greenleaf Trust first reported a position in CASY in Q1 2021 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Greenleaf Trust held 1,061 shares of Casey's General Stores worth $843K as of Q2 2026.
Greenleaf Trust bought 123 Casey's General Stores shares in Q2 2026, an estimated $99.1K.
Casey's General Stores made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #404 holding.
Greenleaf Trust first reported a position in Casey's General Stores in Q1 2021 and has held it in 7 quarters since.
203 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.