Mather Group
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Mather Group’s Casey's General Stores CASY Stock Holding History

Mather Group’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 		$44.4K Buy
73
+27
+59% +$20.8K ﹤0.01% 1197
2026
Q2 		$36.6K Hold
46
– – ﹤0.01% 1181
2026
Q1 		$33.5K Buy
+46
New +$30K ﹤0.01% 1151
2025
Q4 		– Sell
-20
Closed -$11.3K – 796
2025
Q3 		$11.3K Buy
+20
New +$10.5K ﹤0.01% 1244
2025
Q2 		– Sell
-20
Closed -$8.68K – 777
2025
Q1 		$8.68K Hold
20
– – ﹤0.01% 1290
2024
Q4 		$7.92K Hold
20
– – ﹤0.01% 1292
2024
Q3 		$7.51K Sell
20
-32
-62% -$12K ﹤0.01% 1224
2024
Q2 		$16.6K Buy
52
+32
+160% +$10.7K ﹤0.01% 1301
2024
Q1 		$5.5K Buy
+20
New +$5.84K ﹤0.01% 1341

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
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Mather Group's CASY Position: Q3 2026 in Review

Mather Group increased its Casey's General Stores (CASY) stake by 59% in Q3 2026, buying an estimated $20.8K and bringing the position to 73 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Mather Group first reported a position in CASY in Q1 2024 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Mather Group held 73 shares of Casey's General Stores worth $44.4K as of Q3 2026.
  • Mather Group bought 27 Casey's General Stores shares in Q3 2026, an estimated $20.8K.
  • Casey's General Stores made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1197 holding.
  • Mather Group first reported a position in Casey's General Stores in Q1 2024 and has held it in 9 quarters since.
  • 215 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.