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Polaris Financial Partners’s Casey's General Stores CASY Stock Holding History

Polaris Financial Partners’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 		$29K Buy
+48
New +$37K 0.01% 220

Other funds holding CASY

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Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's CASY Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Casey's General Stores (CASY) in Q3 2026: 48 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings.

8 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Polaris Financial Partners held 48 shares of Casey's General Stores worth $29K as of Q3 2026.
  • Casey's General Stores was a new Polaris Financial Partners position in Q3 2026.
  • Casey's General Stores made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #220 holding.
  • 8 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.