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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
Q2 		$1.18M Sell
1,490
-178
-11% -$143K 0.06% 285
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 $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

Regal Investment Advisors's CASY Position: Q2 2026 in Review

Regal Investment Advisors reduced its Casey's General Stores (CASY) stake by 11% in Q2 2026, selling an estimated $143K and leaving 1,490 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #285.

Regal Investment Advisors first reported a position in CASY in Q3 2015 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2026. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Regal Investment Advisors held 1,490 shares of Casey's General Stores worth $1.18M as of Q2 2026.
  • Regal Investment Advisors sold 178 Casey's General Stores shares in Q2 2026, an estimated $143K.
  • Casey's General Stores made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • Regal Investment Advisors first reported a position in Casey's General Stores in Q3 2015 and has held it in 10 quarters since.
  • Regal Investment Advisors's Casey's General Stores position peaked at $1.21M in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.