PCS
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Personal CFO Solutions’s Casey's General Stores CASY Stock Holding History

Personal CFO Solutions’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 		$204K Buy
+257
New +$207K 0.03% 520
2025
Q2 		– Sell
-827
Closed -$359K – 487
2025
Q1 		$359K Sell
827
-53
-6% -$21.7K 0.07% 270
2024
Q4 		$349K Sell
880
-59
-6% -$23.8K 0.07% 273
2024
Q3 		$353K Sell
939
-117
-11% -$43.8K 0.05% 352
2024
Q2 		$403K Sell
1,056
-236
-18% -$78.8K 0.06% 299
2024
Q1 		$412K Sell
1,292
-91
-7% -$26.6K 0.06% 305
2023
Q4 		$380K Sell
1,383
-117
-8% -$32K 0.07% 310
2023
Q3 		$407K Buy
1,500
+25
+2% +$6.33K 0.08% 244
2023
Q2 		$360K Buy
1,475
+46
+3% +$10.4K 0.07% 286
2023
Q1 		$309K Buy
1,429
+27
+2% +$5.9K 0.06% 302
2022
Q4 		$315K Buy
1,402
+108
+8% +$24.6K 0.07% 279
2022
Q3 		$262K Buy
1,294
+54
+4% +$11.2K 0.07% 282
2022
Q2 		$229K Sell
1,240
-19
-2% -$3.82K 0.05% 348
2022
Q1 		$250K Buy
1,259
+61
+5% +$11.5K 0.05% 382
2021
Q4 		$236K Buy
1,198
+127
+12% +$24.5K 0.04% 399
2021
Q3 		$202K Sell
1,071
-132
-11% -$25.9K 0.04% 416
2021
Q2 		$234K Buy
1,203
+139
+13% +$29.9K 0.05% 367
2021
Q1 		$230K Buy
+1,064
New +$213K 0.05% 347
2020
Q4 		– Sell
-1,262
Closed – – 381
2020
Q3 		$0 Sell
1,262
-126
-9% -$21.3K ﹤0.01% 168
2020
Q2 		$208K Buy
+1,388
New +$209K 0.06% 286

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

Personal CFO Solutions's CASY Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Casey's General Stores (CASY) in Q2 2026: 257 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #520 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in CASY as recently as Q1 2025.

Personal CFO Solutions first reported a position in CASY in Q2 2020 and has held it in 20 quarters since. The position peaked at $412K in Q1 2024. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Personal CFO Solutions held 257 shares of Casey's General Stores worth $204K as of Q2 2026.
  • Casey's General Stores was a new Personal CFO Solutions position in Q2 2026.
  • Casey's General Stores made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #520 holding.
  • Personal CFO Solutions first reported a position in Casey's General Stores in Q2 2020 and has held it in 20 quarters since.
  • Personal CFO Solutions's Casey's General Stores position peaked at $412K in Q1 2024.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.