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

West 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 		$1.7M Sell
2,136
-41
-2% -$33K 0.26% 33
2026
Q1 		$1.58M Buy
2,177
+1,463
+205% +$953K 0.27% 33
2025
Q4 		$394K Buy
714
+1
+0.1% +$550 0.07% 47
2025
Q3 		$403K Buy
713
+1
+0.1% +$523 0.07% 51
2025
Q2 		$363K Buy
712
+8
+1% +$3.69K 0.06% 51
2025
Q1 		$306K Sell
704
-21
-3% -$8.61K 0.06% 50
2024
Q4 		$287K Buy
725
+504
+228% +$203K 0.06% 49
2024
Q3 		$83.2K Buy
221
+16
+8% +$5.98K 0.02% 71
2024
Q2 		$78.4K Buy
205
+7
+4% +$2.34K 0.02% 71
2024
Q1 		$63.1K Buy
198
+13
+7% +$3.8K 0.01% 76
2023
Q4 		$50.9K Hold
185
– – 0.01% 80
2023
Q3 		$50.2K Buy
185
+41
+28% +$10.4K 0.01% 78
2023
Q2 		$35.1K Buy
144
+13
+10% +$2.95K 0.01% 89
2023
Q1 		$28.4K Hold
131
– – 0.01% 95
2022
Q4 		$29.4K Hold
131
– – 0.01% 93
2022
Q3 		$27K Buy
131
+18
+16% +$3.73K 0.01% 116
2022
Q2 		$21K Buy
113
+13
+13% +$2.62K 0.01% 116
2022
Q1 		$20K Buy
100
+16
+19% +$3.01K 0.01% 122
2021
Q4 		$17K Buy
84
+9
+12% +$1.74K ﹤0.01% 140
2021
Q3 		$14K Sell
75
-25
-25% -$4.9K ﹤0.01% 122
2021
Q2 		$20K Buy
100
+15
+18% +$3.23K 0.01% 111
2021
Q1 		$18K Buy
85
+12
+16% +$2.4K 0.01% 114
2020
Q4 		$13K Buy
+73
New +$13.2K ﹤0.01% 119

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

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

West Financial Advisors reduced its Casey's General Stores (CASY) stake by 1.9% in Q2 2026, selling an estimated $33K and leaving 2,136 shares worth $1.7M. The position accounts for 0.26% of the portfolio, ranked #33.

West Financial Advisors first reported a position in CASY in Q4 2020 and has held it in 23 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • West Financial Advisors held 2,136 shares of Casey's General Stores worth $1.7M as of Q2 2026.
  • West Financial Advisors sold 41 Casey's General Stores shares in Q2 2026, an estimated $33K.
  • Casey's General Stores made up 0.26% of West Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • West Financial Advisors first reported a position in Casey's General Stores in Q4 2020 and has held it in 23 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.