SFS
CASY icon

Sunrise Financial Services’s Casey's General Stores CASY Stock Holding History

Sunrise Financial Services’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 		$2.38K Hold
3
– – ﹤0.01% 366
2026
Q1 		$2.18K Hold
3
– – ﹤0.01% 381
2025
Q4 		$1.66K Buy
+3
New +$1.65K ﹤0.01% 395

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunrise Financial Services's CASY Position: Q2 2026 in Review

Sunrise Financial Services held its Casey's General Stores (CASY) position steady in Q2 2026 at 3 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Sunrise Financial Services first reported a position in CASY in Q4 2025 and has held it in 3 quarters since. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Sunrise Financial Services held 3 shares of Casey's General Stores worth $2.38K as of Q2 2026.
  • Sunrise Financial Services left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #366 holding.
  • Sunrise Financial Services first reported a position in Casey's General Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.