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Root Financial Partners’s Casey's General Stores CASY Stock Holding History

Root Financial Partners’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 		$113K Buy
155
+12
+8% +$7.82K 0.01% 524
2025
Q4 		$79K Sell
143
-1
-0.7% -$550 ﹤0.01% 547
2025
Q3 		$81.4K Buy
+144
New +$75.3K 0.01% 510

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

Root Financial Partners's CASY Position: Q1 2026 in Review

Root Financial Partners increased its Casey's General Stores (CASY) stake by 8.4% in Q1 2026, buying an estimated $7.82K and bringing the position to 155 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #524.

Root Financial Partners first reported a position in CASY in Q3 2025 and has held it in 3 quarters since. 958 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Root Financial Partners held 155 shares of Casey's General Stores worth $113K as of Q1 2026.
  • Root Financial Partners bought 12 Casey's General Stores shares in Q1 2026, an estimated $7.82K.
  • Casey's General Stores made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #524 holding.
  • Root Financial Partners first reported a position in Casey's General Stores in Q3 2025 and has held it in 3 quarters since.
  • 958 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.