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Prudent Man Investment Management’s Casey's General Stores CASY Stock Holding History

Prudent Man Investment Management’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 		$144K Hold
260
– – 0.05% 31
2026
Q1 		$144K Hold
260
– – 0.05% 31
2025
Q4 		$144K Hold
260
– – 0.05% 31
2025
Q3 		$103K Hold
260
– – 0.06% 33
2025
Q2 		$103K Hold
260
– – 0.06% 33
2025
Q1 		$103K Hold
260
– – 0.06% 33
2024
Q4 		$103K Buy
+260
New +$105K 0.06% 33

Other funds holding CASY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Prudent Man Investment Management's CASY Position: Q2 2026 in Review

Prudent Man Investment Management held its Casey's General Stores (CASY) position steady in Q2 2026 at 260 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #31.

Prudent Man Investment Management first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Prudent Man Investment Management held 260 shares of Casey's General Stores worth $144K as of Q2 2026.
  • Prudent Man Investment Management left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.05% of Prudent Man Investment Management's portfolio in Q2 2026, its #31 holding.
  • Prudent Man Investment Management first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
  • 462 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.