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Key Financial Inc’s Casey's General Stores CASY Stock Holding History

Key Financial Inc’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 		$2.18K Hold
3
– – ﹤0.01% 1164
2025
Q4 		$1.66K Hold
3
– – ﹤0.01% 1199
2025
Q3 		$1.68K Hold
3
– – ﹤0.01% 1213
2025
Q2 		$1.53K Hold
3
– – ﹤0.01% 1217
2025
Q1 		$1.3K Hold
3
– – ﹤0.01% 1199
2024
Q4 		$1.19K Hold
3
– – ﹤0.01% 1212
2024
Q3 		$1.13K Hold
3
– – ﹤0.01% 1175
2024
Q2 		$1.15K Buy
+3
New +$1K ﹤0.01% 1171

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

Key Financial Inc's CASY Position: Q1 2026 in Review

Key Financial Inc held its Casey's General Stores (CASY) position steady in Q1 2026 at 3 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Key Financial Inc first reported a position in CASY in Q2 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Key Financial Inc held 3 shares of Casey's General Stores worth $2.18K as of Q1 2026.
  • Key Financial Inc left its Casey's General Stores share count unchanged in Q1 2026.
  • Casey's General Stores made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1164 holding.
  • Key Financial Inc first reported a position in Casey's General Stores in Q2 2024 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

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