Leibman Financial Services
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Leibman Financial Services’s Casey's General Stores CASY Stock Holding History

Leibman Financial Services’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
Q3 		$2.15M Sell
3,531
-25
-0.7% -$19.3K 1.48% 32
2026
Q2 		$2.83M Sell
3,556
-893
-20% -$719K 1.88% 20
2026
Q1 		$3.24M Sell
4,449
-57
-1% -$37.1K 2.38% 13
2025
Q4 		$2.49M Buy
4,506
+1,990
+79% +$1.1M 1.8% 25
2025
Q3 		$1.42M Sell
2,516
-63
-2% -$33K 1.08% 34
2025
Q2 		$1.32M Buy
+2,579
New +$1.19M 1.01% 36

Other funds holding CASY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
JLB & Associates
JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Leibman Financial Services's CASY Position: Q3 2026 in Review

Leibman Financial Services reduced its Casey's General Stores (CASY) stake by 0.7% in Q3 2026, selling an estimated $19.3K and leaving 3,531 shares worth $2.15M. The position accounts for 1.48% of the portfolio, ranked #32.

Leibman Financial Services first reported a position in CASY in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.24M in Q1 2026. 378 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Leibman Financial Services held 3,531 shares of Casey's General Stores worth $2.15M as of Q3 2026.
  • Leibman Financial Services sold 25 Casey's General Stores shares in Q3 2026, an estimated $19.3K.
  • Casey's General Stores made up 1.48% of Leibman Financial Services's portfolio in Q3 2026, its #32 holding.
  • Leibman Financial Services first reported a position in Casey's General Stores in Q2 2025 and has held it in 6 quarters since.
  • Leibman Financial Services's Casey's General Stores position peaked at $3.24M in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Leibman Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.