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Transamerica Financial Advisors’s Casey's General Stores CASY Stock Holding History

Transamerica Financial 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
2026
Q2 		$49.4K Sell
62
-662
-91% -$533K ﹤0.01% 703
2026
Q1 		$527K Sell
724
-2
-0.3% -$1.3K 0.04% 282
2025
Q4 		$401K Buy
726
+359
+98% +$198K 0.03% 280
2025
Q3 		$207K Buy
+367
New +$192K 0.02% 322
2024
Q1 		– Sell
-6
Closed -$2K – 609
2023
Q4 		$2K Buy
+6
New +$1.64K ﹤0.01% 352

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 $3.37T AUM 44.26% 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

Transamerica Financial Advisors's CASY Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Casey's General Stores (CASY) stake by 91% in Q2 2026, selling an estimated $533K and leaving 62 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Transamerica Financial Advisors first reported a position in CASY in Q4 2023 and has held it in 5 quarters since. The position peaked at $527K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Transamerica Financial Advisors held 62 shares of Casey's General Stores worth $49.4K as of Q2 2026.
  • Transamerica Financial Advisors sold 662 Casey's General Stores shares in Q2 2026, an estimated $533K.
  • Casey's General Stores made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #703 holding.
  • Transamerica Financial Advisors first reported a position in Casey's General Stores in Q4 2023 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's Casey's General Stores position peaked at $527K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.