Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Casey's General Stores CASY Stock Holding History

Legacy Financial Group (Iowa)’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 		$7.1M Buy
9,761
+24
+0.2% +$15.6K 0.89% 30
2025
Q4 		$6.31M Buy
9,737
+1,645
+20% +$905K 0.78% 33
2025
Q3 		$4.57M Sell
8,092
-141
-2% -$73.8K 0.6% 38
2025
Q2 		$4.2M Sell
8,233
-114
-1% -$52.5K 0.59% 39
2025
Q1 		$3.62M Sell
8,347
-552
-6% -$226K 0.56% 37
2024
Q4 		$3.53M Buy
+8,899
New +$3.59M 0.57% 35
2024
Q3 		– Sell
-9,098
Closed -$3.47M – 61
2024
Q2 		$3.47M Sell
9,098
-38
-0.4% -$12.7K 0.68% 36
2024
Q1 		$2.91M Buy
9,136
+7,707
+539% +$2.25M 0.59% 33
2023
Q4 		$393K Sell
1,429
-7,626
-84% -$2.09M 1.78% 19
2023
Q3 		$2.46M Buy
+9,055
New +$2.29M 0.58% 30
2021
Q4 		– Sell
-10,935
Closed -$2.06M – 38
2021
Q3 		$2.06M Sell
10,935
-147
-1% -$28.8K 0.62% 24
2021
Q2 		$2.16M Sell
11,082
-1,364
-11% -$294K 0.65% 26
2021
Q1 		$2.69M Sell
12,446
-839
-6% -$168K 0.94% 22
2020
Q4 		$2.37M Buy
+13,285
New +$2.41M 0.91% 26

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 Financial Group (Iowa)'s CASY Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Casey's General Stores (CASY) stake by 0.25% in Q1 2026, buying an estimated $15.6K and bringing the position to 9,761 shares worth $7.1M. The position accounts for 0.89% of the portfolio, ranked #30.

Legacy Financial Group (Iowa) first reported a position in CASY in Q4 2020 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Legacy Financial Group (Iowa) held 9,761 shares of Casey's General Stores worth $7.1M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 24 Casey's General Stores shares in Q1 2026, an estimated $15.6K.
  • Casey's General Stores made up 0.89% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #30 holding.
  • Legacy Financial Group (Iowa) first reported a position in Casey's General Stores in Q4 2020 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.