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Legacy Bridge’s Casey's General Stores CASY Stock Holding History

Legacy Bridge’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 		$124K Hold
171
– – 0.05% 167
2025
Q4 		$94.5K Hold
171
– – 0.04% 172
2025
Q3 		$96.7K Hold
171
– – 0.04% 171
2025
Q2 		$87.3K Hold
171
– – 0.04% 164
2025
Q1 		$74.2K Hold
171
– – 0.04% 164
2024
Q4 		$67.8K Hold
171
– – 0.04% 179
2024
Q3 		$64.2K Hold
171
– – 0.03% 186
2024
Q2 		$65.2K Hold
171
– – 0.04% 171
2024
Q1 		$54.5K Hold
171
– – 0.03% 192
2023
Q4 		$47K Hold
171
– – 0.03% 191
2023
Q3 		$46.4K Hold
171
– – 0.03% 192
2023
Q2 		$41.7K Hold
171
– – 0.03% 197
2023
Q1 		$37K Hold
171
– – 0.03% 207
2022
Q4 		$38.4K Hold
171
– – 0.03% 203
2022
Q3 		$35K Hold
171
– – 0.03% 195
2022
Q2 		$32K Hold
171
– – 0.02% 204
2022
Q1 		$34K Hold
171
– – 0.02% 215
2021
Q4 		$34K Buy
+171
New +$33.1K 0.02% 216

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

Legacy Bridge's CASY Position: Q1 2026 in Review

Legacy Bridge held its Casey's General Stores (CASY) position steady in Q1 2026 at 171 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #167.

Legacy Bridge first reported a position in CASY in Q4 2021 and has held it in 18 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Legacy Bridge held 171 shares of Casey's General Stores worth $124K as of Q1 2026.
  • Legacy Bridge left its Casey's General Stores share count unchanged in Q1 2026.
  • Casey's General Stores made up 0.05% of Legacy Bridge's portfolio in Q1 2026, its #167 holding.
  • Legacy Bridge first reported a position in Casey's General Stores in Q4 2021 and has held it in 18 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.