JFS Wealth Advisors’s Casey's General Stores CASY Stock Holding History

JFS Wealth Advisors’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	$70.7K	Hold	89	–	–	﹤0.01%	482
2026 Q1	$64.8K	Buy	89 +1	+1%	+$651	﹤0.01%	469
2025 Q4	$48.6K	Buy	88 +24	+38%	+$13.2K	﹤0.01%	524
2025 Q3	$36.2K	Sell	64 -7	-10%	-$3.66K	﹤0.01%	571
2025 Q2	$36.2K	Hold	71	–	–	﹤0.01%	533
2025 Q1	$30.8K	Hold	71	–	–	﹤0.01%	565
2024 Q4	$28.1K	Hold	71	–	–	﹤0.01%	563
2024 Q3	$26.7K	Buy	71 +1	+1%	+$374	﹤0.01%	583
2024 Q2	$26.7K	Hold	70	–	–	﹤0.01%	536
2024 Q1	$22.3K	Sell	70 -1	-1%	-$292	﹤0.01%	605
2023 Q4	$19.5K	Hold	71	–	–	﹤0.01%	590
2023 Q3	$19.3K	Buy	71 +1	+1%	+$253	﹤0.01%	558
2023 Q2	$17.1K	Sell	70 -1	-1%	-$227	﹤0.01%	579
2023 Q1	$15.4K	Sell	71 -2	-3%	-$437	﹤0.01%	588
2022 Q4	$16.4K	Hold	73	–	–	﹤0.01%	575
2022 Q3	$15K	Buy	73 +4	+6%	+$829	﹤0.01%	626
2022 Q2	$13K	Buy	69 +4	+6%	+$805	﹤0.01%	688
2022 Q1	$13K	Buy	65 +56	+622%	+$10.5K	﹤0.01%	705
2021 Q4	$2K	Buy	+9	New	+$1.74K	﹤0.01%	1043
2021 Q2	–	Sell	-17	Closed	-$4K	–	602
2021 Q1	$4K	Buy	+17	New	+$3.4K	﹤0.01%	479

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFS Wealth Advisors's CASY Position: Q2 2026 in Review

JFS Wealth Advisors held its Casey's General Stores (CASY) position steady in Q2 2026 at 89 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

JFS Wealth Advisors first reported a position in CASY in Q1 2021 and has held it in 20 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

JFS Wealth Advisors held 89 shares of Casey's General Stores worth $70.7K as of Q2 2026.
JFS Wealth Advisors left its Casey's General Stores share count unchanged in Q2 2026.
Casey's General Stores made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #482 holding.
JFS Wealth Advisors first reported a position in Casey's General Stores in Q1 2021 and has held it in 20 quarters since.
1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.