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TFC Financial Management’s Casey's General Stores CASY Stock Holding History

TFC Financial Management’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 		$728 Hold
1
– – ﹤0.01% 652
2025
Q4 		$553 Hold
1
– – ﹤0.01% 688
2025
Q3 		$566 Hold
1
– – ﹤0.01% 696
2025
Q2 		$511 Hold
1
– – ﹤0.01% 673
2025
Q1 		$435 Hold
1
– – ﹤0.01% 668
2024
Q4 		$397 Hold
1
– – ﹤0.01% 692
2024
Q3 		$376 Hold
1
– – ﹤0.01% 702
2024
Q2 		$382 Hold
1
– – ﹤0.01% 675
2024
Q1 		$319 Buy
+1
New +$292 ﹤0.01% 678

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

TFC Financial Management's CASY Position: Q1 2026 in Review

TFC Financial Management held its Casey's General Stores (CASY) position steady in Q1 2026 at 1 share worth $728. The position accounts for ﹤0.01% of the portfolio, ranked #652.

TFC Financial Management first reported a position in CASY in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • TFC Financial Management held 1 share of Casey's General Stores worth $728 as of Q1 2026.
  • TFC Financial Management left its Casey's General Stores share count unchanged in Q1 2026.
  • Casey's General Stores made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #652 holding.
  • TFC Financial Management first reported a position in Casey's General Stores in Q1 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.