Triumph Capital Management
CASY icon

Triumph Capital Management’s Casey's General Stores CASY Stock Holding History

Triumph Capital 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
Q3 		$17.7K Sell
29
-1
-3% -$771 ﹤0.01% 1012
2026
Q2 		$23.9K Buy
30
+5
+20% +$4.03K ﹤0.01% 882
2026
Q1 		$18.2K Buy
25
+9
+56% +$5.86K ﹤0.01% 928
2025
Q4 		$8.87K Buy
+16
New +$8.8K ﹤0.01% 1112

Other funds holding CASY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Triumph Capital Management's CASY Position: Q3 2026 in Review

Triumph Capital Management reduced its Casey's General Stores (CASY) stake by 3.3% in Q3 2026, selling an estimated $771 and leaving 29 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Triumph Capital Management first reported a position in CASY in Q4 2025 and has held it in 4 quarters since. The position peaked at $23.9K in Q2 2026. 631 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Triumph Capital Management held 29 shares of Casey's General Stores worth $17.7K as of Q3 2026.
  • Triumph Capital Management sold 1 Casey's General Stores share in Q3 2026, an estimated $771.
  • Casey's General Stores made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1012 holding.
  • Triumph Capital Management first reported a position in Casey's General Stores in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Casey's General Stores position peaked at $23.9K in Q2 2026.
  • 631 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.