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Regal Investment Advisors’s Casey's General Stores CASY Stock Holding History

Regal Investment Advisors’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
Q1 		$1.21M Buy
1,668
+74
+5% +$48.2K 0.07% 253
2025
Q4 		$881K Buy
1,594
+18
+1% +$9.91K 0.05% 303
2025
Q3 		$891K Buy
1,576
+143
+10% +$74.8K 0.06% 284
2025
Q2 		$731K Buy
1,433
+140
+11% +$64.5K 0.05% 283
2025
Q1 		$561K Buy
1,293
+111
+9% +$45.5K 0.05% 303
2024
Q4 		$468K Buy
1,182
+48
+4% +$19.3K 0.04% 334
2024
Q3 		$426K Buy
1,134
+348
+44% +$130K 0.03% 379
2024
Q2 		$300K Buy
+786
New +$262K 0.02% 461
2015
Q4 		– Sell
-828
Closed -$85K – 356
2015
Q3 		$85K Buy
+828
New +$85.9K 0.02% 368

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's CASY Position: Q1 2026 in Review

Regal Investment Advisors increased its Casey's General Stores (CASY) stake by 4.6% in Q1 2026, buying an estimated $48.2K and bringing the position to 1,668 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #253.

Regal Investment Advisors first reported a position in CASY in Q3 2015 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Regal Investment Advisors held 1,668 shares of Casey's General Stores worth $1.21M as of Q1 2026.
  • Regal Investment Advisors bought 74 Casey's General Stores shares in Q1 2026, an estimated $48.2K.
  • Casey's General Stores made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #253 holding.
  • Regal Investment Advisors first reported a position in Casey's General Stores in Q3 2015 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.