Iowa State Bank’s Casey's General Stores CASY Stock Holding History

Iowa State Bank’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 Q3	$2.26M	Buy	3,710 +1,555	+72%	+$1.2M	0.38%	67
2026 Q2	$1.71M	Buy	+2,155	New	+$1.74M	0.29%	82
2021 Q3	–	Sell	-1,300	Closed	-$253K	–	118
2021 Q2	$253K	Hold	1,300	–	–	0.07%	110
2021 Q1	$281K	Sell	1,300 -400	-24%	-$80K	0.08%	110
2020 Q4	$304K	Hold	1,700	–	–	0.1%	102
2020 Q3	$302K	Buy	+1,700	New	+$287K	0.12%	100
2017 Q2	–	Sell	-2,500	Closed	-$281K	–	96
2017 Q1	$281K	Sell	2,500 -703	-22%	-$80.6K	0.14%	76
2016 Q4	$381K	Buy	3,203 +103	+3%	+$12.3K	0.2%	68
2016 Q3	$372K	Buy	3,100 +200	+7%	+$25.7K	0.2%	64
2016 Q2	$381K	Sell	2,900 -21	-0.7%	-$2.44K	0.21%	65
2016 Q1	$331K	Sell	2,921 -1,000	-26%	-$112K	0.19%	70
2015 Q4	$472K	Sell	3,921 -335	-8%	-$38.3K	0.28%	57
2015 Q3	$438K	Buy	4,256 +555	+15%	+$57.6K	0.3%	57
2015 Q2	$354K	Hold	3,701	–	–	0.22%	61
2015 Q1	$333K	Sell	3,701 -1,900	-34%	-$171K	0.21%	63
2014 Q4	$506K	Sell	5,601 -2,000	-26%	-$164K	0.32%	53
2014 Q3	$545K	Hold	7,601	–	–	0.36%	51
2014 Q2	$534K	Hold	7,601	–	–	0.36%	52
2014 Q1	$514K	Sell	7,601 -2,500	-25%	-$169K	0.37%	52
2013 Q4	$710K	Hold	10,101	–	–	0.52%	48
2013 Q3	$741K	Sell	10,101 -1,000	-9%	-$67.9K	0.58%	48
2013 Q2	$668K	Buy	+11,101	New	+$656K	0.55%	49

Other funds holding CASY

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Iowa State Bank's CASY Position: Q3 2026 in Review

Iowa State Bank increased its Casey's General Stores (CASY) stake by 72% in Q3 2026, buying an estimated $1.2M and bringing the position to 3,710 shares worth $2.26M. The position accounts for 0.38% of the portfolio, ranked #67.

Iowa State Bank first reported a position in CASY in Q2 2013 and has held it in 22 quarters since. 31 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

Iowa State Bank held 3,710 shares of Casey's General Stores worth $2.26M as of Q3 2026.
Iowa State Bank bought 1,555 Casey's General Stores shares in Q3 2026, an estimated $1.2M.
Casey's General Stores made up 0.38% of Iowa State Bank's portfolio in Q3 2026, its #67 holding.
Iowa State Bank first reported a position in Casey's General Stores in Q2 2013 and has held it in 22 quarters since.
31 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.