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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
Q2 		$757K Sell
952
-3
-0.3% -$2.42K 0.27% 50
2026
Q1 		$695K Buy
+955
New +$622K 0.34% 34

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Optimize Financial's CASY Position: Q2 2026 in Review

Optimize Financial reduced its Casey's General Stores (CASY) stake by 0.31% in Q2 2026, selling an estimated $2.42K and leaving 952 shares worth $757K. The position accounts for 0.27% of the portfolio, ranked #50.

Optimize Financial first reported a position in CASY in Q1 2026 and has held it in 2 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Optimize Financial held 952 shares of Casey's General Stores worth $757K as of Q2 2026.
  • Optimize Financial sold 3 Casey's General Stores shares in Q2 2026, an estimated $2.42K.
  • Casey's General Stores made up 0.27% of Optimize Financial's portfolio in Q2 2026, its #50 holding.
  • Optimize Financial first reported a position in Casey's General Stores in Q1 2026 and has held it in 2 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.