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Optimize Financial’s Casey's General Stores CASY Stock Holding History

Optimize Financial’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
Q1 		$695K Buy
+955
New +$622K 0.34% 34

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's CASY Position: Q1 2026 in Review

Optimize Financial opened a new position in Casey's General Stores (CASY) in Q1 2026: 955 shares worth $695K. The stake represents 0.34% of the portfolio and ranks #34 among its holdings.

957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Optimize Financial held 955 shares of Casey's General Stores worth $695K as of Q1 2026.
  • Casey's General Stores was a new Optimize Financial position in Q1 2026.
  • Casey's General Stores made up 0.34% of Optimize Financial's portfolio in Q1 2026, its #34 holding.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.