Root Financial Partners
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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
Q3 		$90.7K Buy
+149
New +$115K ﹤0.01% 779
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

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Root Financial Partners's CASY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Casey's General Stores (CASY) in Q3 2026: 149 shares worth $90.7K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CASY as recently as Q1 2026.

Root Financial Partners first reported a position in CASY in Q3 2025 and has held it in 4 quarters since. The position peaked at $113K in Q1 2026. 856 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Root Financial Partners held 149 shares of Casey's General Stores worth $90.7K as of Q3 2026.
  • Casey's General Stores was a new Root Financial Partners position in Q3 2026.
  • Casey's General Stores made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #779 holding.
  • Root Financial Partners first reported a position in Casey's General Stores in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Casey's General Stores position peaked at $113K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.