Perigon Wealth Management’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$537K Buy
676
+114
+20% +$91.8K 0.01% 858
2026
Q1
$409K Buy
562
+9
+2% +$5.86K 0.01% 892
2025
Q4
$306K Buy
+553
New +$304K 0.01% 1014

Other funds holding CASY

Perigon Wealth Management's CASY Position: Q2 2026 in Review

Perigon Wealth Management increased its Casey's General Stores (CASY) stake by 20% in Q2 2026, buying an estimated $91.8K and bringing the position to 676 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #858.

Perigon Wealth Management first reported a position in CASY in Q4 2025 and has held it in 3 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Perigon Wealth Management held 676 shares of Casey's General Stores worth $537K as of Q2 2026.
  • Perigon Wealth Management bought 114 Casey's General Stores shares in Q2 2026, an estimated $91.8K.
  • Casey's General Stores made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #858 holding.
  • Perigon Wealth Management first reported a position in Casey's General Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.