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Sigma Planning Corp’s Casey's General Stores CASY Stock Holding History

Sigma Planning Corp’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 		$274K Buy
+376
New +$245K 0.01% 1085
2024
Q4 		– Sell
-6,146
Closed -$2.31M – 1178
2024
Q3 		$2.31M Sell
6,146
-1,714
-22% -$641K 0.07% 262
2024
Q2 		$3M Buy
+7,860
New +$2.62M 0.1% 209

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

Sigma Planning Corp's CASY Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in Casey's General Stores (CASY) in Q1 2026: 376 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in CASY as recently as Q3 2024.

Sigma Planning Corp first reported a position in CASY in Q2 2024 and has held it in 3 quarters since. The position peaked at $3M in Q2 2024. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Sigma Planning Corp held 376 shares of Casey's General Stores worth $274K as of Q1 2026.
  • Casey's General Stores was a new Sigma Planning Corp position in Q1 2026.
  • Casey's General Stores made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1085 holding.
  • Sigma Planning Corp first reported a position in Casey's General Stores in Q2 2024 and has held it in 3 quarters since.
  • Sigma Planning Corp's Casey's General Stores position peaked at $3M in Q2 2024.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.