LGT Financial Advisors’s Casey's General Stores CASY Stock Holding History

LGT Financial Advisors’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	$7.43K	Sell	9 -4	-31%	-$3.22K	0.04%	152
2026 Q1	$9.71K	Hold	13	–	–	0.05%	138
2025 Q4	$7.37K	Hold	13	–	–	0.05%	164
2025 Q3	$7.53K	Sell	13 -4	-24%	-$2.09K	0.02%	260
2025 Q2	$8.83K	Hold	17	–	–	0.02%	218
2025 Q1	$7.5K	Sell	17 -165	-91%	-$67.6K	0.02%	189
2024 Q4	$72.2K	Hold	182	–	–	0.16%	120
2024 Q3	$68.5K	Sell	182 -119	-40%	-$44.5K	0.17%	97
2024 Q2	$115K	Sell	301 -585	-66%	-$195K	0.24%	69
2024 Q1	$282K	Sell	886 -39	-4%	-$11.4K	0.33%	61
2023 Q4	$254K	Sell	925 -78	-8%	-$21.3K	0.31%	70
2023 Q3	$272K	Sell	1,003 -56	-5%	-$14.2K	0.35%	63
2023 Q2	$258K	Sell	1,059 -38	-3%	-$8.62K	0.27%	91
2023 Q1	$237K	Buy	1,097 +69	+7%	+$15.1K	0.44%	68
2022 Q4	$231K	Buy	+1,028	New	+$234K	0.27%	85

Other funds holding CASY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LGT Financial Advisors's CASY Position: Q2 2026 in Review

LGT Financial Advisors reduced its Casey's General Stores (CASY) stake by 31% in Q2 2026, selling an estimated $3.22K and leaving 9 shares worth $7.43K. The position accounts for 0.04% of the portfolio, ranked #152.

LGT Financial Advisors first reported a position in CASY in Q4 2022 and has held it in 15 quarters since. The position peaked at $282K in Q1 2024. 457 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

LGT Financial Advisors held 9 shares of Casey's General Stores worth $7.43K as of Q2 2026.
LGT Financial Advisors sold 4 Casey's General Stores shares in Q2 2026, an estimated $3.22K.
Casey's General Stores made up 0.04% of LGT Financial Advisors's portfolio in Q2 2026, its #152 holding.
LGT Financial Advisors first reported a position in Casey's General Stores in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's Casey's General Stores position peaked at $282K in Q1 2024.
457 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.