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

Independent 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 		$747K Buy
+940
New +$757K 0.01% 815

Other funds holding CASY

BlackRock
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Vanguard Capital Management
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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

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

Independent Financial Group opened a new position in Casey's General Stores (CASY) in Q2 2026: 940 shares worth $747K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings.

1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Independent Financial Group held 940 shares of Casey's General Stores worth $747K as of Q2 2026.
  • Casey's General Stores was a new Independent Financial Group position in Q2 2026.
  • Casey's General Stores made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #815 holding.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.