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

Sequoia 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 Q2	$3.37M	Buy	4,244 +156	+4%	+$126K	0.02%	442
2026 Q1	$2.98M	Sell	4,088 -91	-2%	-$59.3K	0.02%	461
2025 Q4	$2.31M	Buy	4,179 +873	+26%	+$480K	0.01%	529
2025 Q3	$1.87M	Buy	3,306 +74	+2%	+$38.7K	0.01%	553
2025 Q2	$1.65M	Buy	3,232 +372	+13%	+$171K	0.01%	519
2025 Q1	$1.24M	Sell	2,860 -91	-3%	-$37.3K	0.01%	552
2024 Q4	$1.17M	Buy	2,951 +252	+9%	+$102K	0.01%	535
2024 Q3	$1.01M	Buy	2,699 +484	+22%	+$181K	0.01%	539
2024 Q2	$845K	Buy	2,215 +362	+20%	+$121K	0.01%	522
2024 Q1	$590K	Buy	+1,853	New	+$541K	0.01%	631

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sequoia Financial Advisors's CASY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Casey's General Stores (CASY) stake by 3.8% in Q2 2026, buying an estimated $126K and bringing the position to 4,244 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #442.

Sequoia Financial Advisors first reported a position in CASY in Q1 2024 and has held it in 10 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Sequoia Financial Advisors held 4,244 shares of Casey's General Stores worth $3.37M as of Q2 2026.
Sequoia Financial Advisors bought 156 Casey's General Stores shares in Q2 2026, an estimated $126K.
Casey's General Stores made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #442 holding.
Sequoia Financial Advisors first reported a position in Casey's General Stores in Q1 2024 and has held it in 10 quarters since.
1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.