WI
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WBI Investments’s Casey's General Stores CASY Stock Holding History

WBI Investments’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 		$470K Buy
+591
New +$476K 0.12% 204
2025
Q2 		– Sell
-1,453
Closed -$631K – 279
2025
Q1 		$631K Buy
1,453
+413
+40% +$169K 0.17% 134
2024
Q4 		$412K Sell
1,040
-42
-4% -$16.9K 0.1% 161
2024
Q3 		$407K Buy
+1,082
New +$405K 0.1% 194
2023
Q3 		– Sell
-1,725
Closed -$421K – 190
2023
Q2 		$421K Buy
+1,725
New +$391K 0.08% 152
2019
Q3 		– Sell
-3,622
Closed -$565K – 214
2019
Q2 		$565K Buy
+3,622
New +$494K 0.05% 181

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

WBI Investments's CASY Position: Q2 2026 in Review

WBI Investments opened a new position in Casey's General Stores (CASY) in Q2 2026: 591 shares worth $470K. The stake represents 0.12% of the portfolio and ranks #204 among its holdings. This is a return to the name: WBI Investments previously reported a position in CASY as recently as Q1 2025.

WBI Investments first reported a position in CASY in Q2 2019 and has held it in 6 quarters since. The position peaked at $631K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • WBI Investments held 591 shares of Casey's General Stores worth $470K as of Q2 2026.
  • Casey's General Stores was a new WBI Investments position in Q2 2026.
  • Casey's General Stores made up 0.12% of WBI Investments's portfolio in Q2 2026, its #204 holding.
  • WBI Investments first reported a position in Casey's General Stores in Q2 2019 and has held it in 6 quarters since.
  • WBI Investments's Casey's General Stores position peaked at $631K in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.