Pinnacle Associates
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Pinnacle Associates’s Casey's General Stores CASY Stock Holding History

Pinnacle Associates’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
-651
Closed -$517K – 965
2026
Q2 		$517K Buy
651
+127
+24% +$102K 0.01% 679
2026
Q1 		$381K Buy
524
+1
+0.2% +$651 ﹤0.01% 722
2025
Q4 		$289K Sell
523
-76
-13% -$41.8K ﹤0.01% 799
2025
Q3 		$339K Buy
599
+76
+15% +$39.8K ﹤0.01% 722
2025
Q2 		$267K Buy
+523
New +$241K ﹤0.01% 766

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LPL Financial
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Thrivent Financial for Lutherans
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pinnacle Associates's CASY Position: Q3 2026 in Review

Pinnacle Associates sold out of Casey's General Stores (CASY) in Q3 2026, closing a stake of 651 shares — an estimated $517K sold.

Pinnacle Associates first reported a position in CASY in Q2 2025 and held it in 5 quarters. The position peaked at $517K in Q2 2026. 557 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Pinnacle Associates reported no remaining Casey's General Stores position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Associates sold 651 Casey's General Stores shares in Q3 2026, an estimated $517K.
  • Pinnacle Associates first reported a position in Casey's General Stores in Q2 2025 and held it in 5 quarters.
  • Pinnacle Associates's Casey's General Stores position peaked at $517K in Q2 2026.
  • 557 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.