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

Valeo 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 Q3	$330K	Sell	543 -23	-4%	-$17.7K	0.01%	601
2026 Q2	$450K	Buy	566 +98	+21%	+$79K	0.01%	476
2026 Q1	$341K	Buy	468 +30	+7%	+$19.5K	0.01%	505
2025 Q4	$242K	Buy	438 +48	+12%	+$26.4K	0.01%	693
2025 Q3	$220K	Buy	+390	New	+$204K	0.01%	726
2021 Q2	–	Sell	-310	Closed	-$67K	–	714
2021 Q1	$67K	Buy	310 +10	+3%	+$2K	﹤0.01%	754
2020 Q4	$54K	Hold	300	–	–	﹤0.01%	751
2020 Q3	$53K	Sell	300 -60	-17%	-$10.1K	﹤0.01%	646
2020 Q2	$54K	Buy	360 +34	+10%	+$5.12K	﹤0.01%	693
2020 Q1	$47K	Buy	326 +14	+4%	+$2.27K	0.01%	626
2019 Q4	$50K	Hold	312	–	–	﹤0.01%	649
2019 Q3	$50K	Hold	312	–	–	0.01%	603
2019 Q2	$49K	Hold	312	–	–	0.01%	600
2019 Q1	$40K	Buy	312 +300	+2,500%	+$39.2K	﹤0.01%	610
2018 Q4	$2K	Hold	12	–	–	﹤0.01%	1263
2018 Q3	$2K	Hold	12	–	–	﹤0.01%	1439
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	1434
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	1410
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	1257
2017 Q3	$1K	Buy	+12	New	+$1.28K	﹤0.01%	1079

Other funds holding CASY

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Valeo Financial Advisors's CASY Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Casey's General Stores (CASY) stake by 4.1% in Q3 2026, selling an estimated $17.7K and leaving 543 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #601.

Valeo Financial Advisors first reported a position in CASY in Q3 2017 and has held it in 20 quarters since. The position peaked at $450K in Q2 2026. 31 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

Valeo Financial Advisors held 543 shares of Casey's General Stores worth $330K as of Q3 2026.
Valeo Financial Advisors sold 23 Casey's General Stores shares in Q3 2026, an estimated $17.7K.
Casey's General Stores made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #601 holding.
Valeo Financial Advisors first reported a position in Casey's General Stores in Q3 2017 and has held it in 20 quarters since.
Valeo Financial Advisors's Casey's General Stores position peaked at $450K in Q2 2026.
31 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.