RFP
CASY icon

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
Q2 		– Sell
-155
Closed -$113K – 863
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 $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

Root Financial Partners's CASY Position: Q2 2026 in Review

Root Financial Partners sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 155 shares — an estimated $113K sold.

Root Financial Partners first reported a position in CASY in Q3 2025 and held it in 3 quarters. The position peaked at $113K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Root Financial Partners reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 155 Casey's General Stores shares in Q2 2026, an estimated $113K.
  • Root Financial Partners first reported a position in Casey's General Stores in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Casey's General Stores position peaked at $113K in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.