Summit Securities Group’s Casey's General Stores CASY Stock Holding History

Summit Securities Group’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 Q3	–	Sell	-494	Closed	-$252K	–	1062
2025 Q2	$252K	Buy	494 +421	+577%	+$194K	0.05%	221
2025 Q1	$31.7K	Buy	+73	New	+$29.9K	0.01%	404
2024 Q4	–	Sell	-74	Closed	-$28K	–	668
2024 Q3	$28K	Buy	+74	New	+$27.7K	0.01%	301
2023 Q2	–	Sell	-2	Closed	–	–	902
2023 Q1	$0	Buy	+2	New	+$437	﹤0.01%	858
2017 Q3	–	Sell	-7,617	Closed	-$816K	–	212
2017 Q2	$816K	Buy	+7,617	New	+$850K	0.15%	84
2016 Q4	–	Sell	-5,992	Closed	-$720K	–	272
2016 Q3	$720K	Buy	+5,992	New	+$771K	0.24%	54
2013 Q3	–	Sell	-1,600	Closed	-$96K	–	431
2013 Q2	$96K	Buy	+1,600	New	+$94.5K	0.05%	130

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's CASY Position: Q3 2025 in Review

Summit Securities Group sold out of Casey's General Stores (CASY) in Q3 2025, closing a stake of 494 shares — an estimated $252K sold.

Summit Securities Group first reported a position in CASY in Q2 2013 and held it in 7 quarters. The position peaked at $816K in Q2 2017. 813 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

Summit Securities Group reported no remaining Casey's General Stores position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 494 Casey's General Stores shares in Q3 2025, an estimated $252K.
Summit Securities Group first reported a position in Casey's General Stores in Q2 2013 and held it in 7 quarters.
Summit Securities Group's Casey's General Stores position peaked at $816K in Q2 2017.
813 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.