Planning Strategies Inc.’s Casey's General Stores CASY Stock Holding History

Planning Strategies Inc.’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	$1.59K	Buy	+2	New	+$1.61K	﹤0.01%	650

Other funds holding CASY

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return

Planning Strategies Inc.'s CASY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Casey's General Stores (CASY) in Q2 2026: 2 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

390 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Planning Strategies Inc. held 2 shares of Casey's General Stores worth $1.59K as of Q2 2026.
Casey's General Stores was a new Planning Strategies Inc. position in Q2 2026.
Casey's General Stores made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #650 holding.
390 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.