RIA Advisory Group’s Casey's General Stores CASY Stock Holding History

RIA Advisory Group’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	$565K	Sell	929 -31	-3%	-$23.9K	0.16%	74
2026 Q2	$763K	Buy	+960	New	+$773K	0.17%	78
2025 Q1	–	Sell	-654	Closed	-$259K	–	142
2024 Q4	$259K	Buy	654 +10	+2%	+$4.03K	0.09%	118
2024 Q3	$242K	Buy	+644	New	+$241K	0.09%	115
2024 Q1	$212K	Buy	+666	New	+$195K	0.09%	129
2023 Q4	–	Sell	-1,139	Closed	-$309K	–	128
2023 Q3	$309K	Buy	1,139 +49	+4%	+$12.4K	0.14%	80
2023 Q2	$266K	Buy	+1,090	New	+$247K	0.11%	87

Other funds holding CASY

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RIA Advisory Group's CASY Position: Q3 2026 in Review

RIA Advisory Group reduced its Casey's General Stores (CASY) stake by 3.2% in Q3 2026, selling an estimated $23.9K and leaving 929 shares worth $565K. The position accounts for 0.16% of the portfolio, ranked #74.

RIA Advisory Group first reported a position in CASY in Q2 2023 and has held it in 7 quarters since. The position peaked at $763K in Q2 2026. 179 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

RIA Advisory Group held 929 shares of Casey's General Stores worth $565K as of Q3 2026.
RIA Advisory Group sold 31 Casey's General Stores shares in Q3 2026, an estimated $23.9K.
Casey's General Stores made up 0.16% of RIA Advisory Group's portfolio in Q3 2026, its #74 holding.
RIA Advisory Group first reported a position in Casey's General Stores in Q2 2023 and has held it in 7 quarters since.
RIA Advisory Group's Casey's General Stores position peaked at $763K in Q2 2026.
179 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.