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Legacy Financial Strategies’s Casey's General Stores CASY Stock Holding History

Legacy Financial Strategies’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 		$373K Hold
469
– – 0.06% 107
2026
Q1 		$341K Hold
469
– – 0.06% 101
2025
Q4 		$259K Hold
469
– – 0.05% 121
2025
Q3 		$265K Hold
469
– – 0.05% 115
2025
Q2 		$239K Hold
469
– – 0.05% 115
2025
Q1 		$204K Buy
+469
New +$192K 0.04% 116

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Financial Strategies's CASY Position: Q2 2026 in Review

Legacy Financial Strategies held its Casey's General Stores (CASY) position steady in Q2 2026 at 469 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #107.

Legacy Financial Strategies first reported a position in CASY in Q1 2025 and has held it in 6 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Legacy Financial Strategies held 469 shares of Casey's General Stores worth $373K as of Q2 2026.
  • Legacy Financial Strategies left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #107 holding.
  • Legacy Financial Strategies first reported a position in Casey's General Stores in Q1 2025 and has held it in 6 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.