JTBR
CASY icon

James T. Borello RIA’s Casey's General Stores CASY Stock Holding History

James T. Borello RIA’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 		$7.91K Buy
13
+8
+160% +$6.17K ﹤0.01% 664
2026
Q2 		$3.97K Hold
5
– – ﹤0.01% 840
2026
Q1 		$3.64K Hold
5
– – ﹤0.01% 838
2025
Q4 		$2.76K Hold
5
– – ﹤0.01% 713
2025
Q3 		$2.83K Buy
+5
New +$2.62K ﹤0.01% 667

Other funds holding CASY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

James T. Borello RIA's CASY Position: Q3 2026 in Review

James T. Borello RIA increased its Casey's General Stores (CASY) stake by 160% in Q3 2026, buying an estimated $6.17K and bringing the position to 13 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

James T. Borello RIA first reported a position in CASY in Q3 2025 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • James T. Borello RIA held 13 shares of Casey's General Stores worth $7.91K as of Q3 2026.
  • James T. Borello RIA bought 8 Casey's General Stores shares in Q3 2026, an estimated $6.17K.
  • Casey's General Stores made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #664 holding.
  • James T. Borello RIA first reported a position in Casey's General Stores in Q3 2025 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.