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Midwest Financial Partners Investments’s Casey's General Stores CASY Stock Holding History

Midwest Financial Partners Investments’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 		– Sell
-555
Closed -$441K – 82
2026
Q2 		$441K Hold
555
– – 0.18% 54
2026
Q1 		$404K Buy
+555
New +$362K 0.21% 53

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Midwest Financial Partners Investments's CASY Position: Q3 2026 in Review

Midwest Financial Partners Investments sold out of Casey's General Stores (CASY) in Q3 2026, closing a stake of 555 shares — an estimated $441K sold.

Midwest Financial Partners Investments first reported a position in CASY in Q1 2026 and held it in 2 quarters. The position peaked at $441K in Q2 2026. 31 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Midwest Financial Partners Investments reported no remaining Casey's General Stores position as of Q3 2026 after selling out during the quarter.
  • Midwest Financial Partners Investments sold 555 Casey's General Stores shares in Q3 2026, an estimated $441K.
  • Midwest Financial Partners Investments first reported a position in Casey's General Stores in Q1 2026 and held it in 2 quarters.
  • Midwest Financial Partners Investments's Casey's General Stores position peaked at $441K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.