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Sheaff Brock Investment Advisors’s Casey's General Stores CASY Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$234K Hold
540
– – 0.02% 368
2024
Q4 		$214K Hold
540
– – 0.02% 394
2024
Q3 		$203K Hold
540
– – 0.02% 403
2024
Q2 		$206K Buy
+540
New +$180K 0.02% 391

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's CASY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Casey's General Stores (CASY) position steady in Q1 2025 at 540 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #368.

Sheaff Brock Investment Advisors first reported a position in CASY in Q2 2024 and has held it in 4 quarters since. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

  • Sheaff Brock Investment Advisors held 540 shares of Casey's General Stores worth $234K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Casey's General Stores share count unchanged in Q1 2025.
  • Casey's General Stores made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #368 holding.
  • Sheaff Brock Investment Advisors first reported a position in Casey's General Stores in Q2 2024 and has held it in 4 quarters since.
  • 739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.