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Resurgent Financial Advisors’s Casey's General Stores CASY Stock Holding History

Resurgent Financial 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 		$539K Buy
741
+83
+13% +$54.1K 0.19% 126
2025
Q4 		$364K Sell
658
-10
-1% -$5.5K 0.18% 156
2025
Q3 		$378K Buy
+668
New +$349K 0.19% 152

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

Resurgent Financial Advisors's CASY Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Casey's General Stores (CASY) stake by 13% in Q1 2026, buying an estimated $54.1K and bringing the position to 741 shares worth $539K. The position accounts for 0.19% of the portfolio, ranked #126.

Resurgent Financial Advisors first reported a position in CASY in Q3 2025 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Resurgent Financial Advisors held 741 shares of Casey's General Stores worth $539K as of Q1 2026.
  • Resurgent Financial Advisors bought 83 Casey's General Stores shares in Q1 2026, an estimated $54.1K.
  • Casey's General Stores made up 0.19% of Resurgent Financial Advisors's portfolio in Q1 2026, its #126 holding.
  • Resurgent Financial Advisors first reported a position in Casey's General Stores in Q3 2025 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.