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YHB Investment Advisors’s Casey's General Stores CASY Stock Holding History

YHB Investment 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 		$3.29M Buy
5,406
+440
+9% +$339K 0.21% 103
2026
Q2 		$3.95M Buy
4,966
+690
+16% +$556K 0.25% 94
2026
Q1 		$3.11M Buy
4,276
+552
+15% +$360K 0.22% 96
2025
Q4 		$2.06M Buy
3,724
+584
+19% +$321K 0.14% 124
2025
Q3 		$1.77M Buy
3,140
+594
+23% +$311K 0.13% 124
2025
Q2 		$1.3M Buy
2,546
+607
+31% +$280K 0.1% 148
2025
Q1 		$842K Buy
1,939
+53
+3% +$21.7K 0.07% 160
2024
Q4 		$747K Buy
1,886
+130
+7% +$52.4K 0.06% 164
2024
Q3 		$660K Buy
1,756
+124
+8% +$46.4K 0.05% 179
2024
Q2 		$623K Buy
1,632
+196
+14% +$65.4K 0.05% 182
2024
Q1 		$457K Buy
1,436
+657
+84% +$192K 0.04% 200
2023
Q4 		$214K Buy
+779
New +$213K 0.02% 255

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
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
GI
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
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

YHB Investment Advisors's CASY Position: Q3 2026 in Review

YHB Investment Advisors increased its Casey's General Stores (CASY) stake by 8.9% in Q3 2026, buying an estimated $339K and bringing the position to 5,406 shares worth $3.29M. The position accounts for 0.21% of the portfolio, ranked #103.

YHB Investment Advisors first reported a position in CASY in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.95M in Q2 2026. 31 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • YHB Investment Advisors held 5,406 shares of Casey's General Stores worth $3.29M as of Q3 2026.
  • YHB Investment Advisors bought 440 Casey's General Stores shares in Q3 2026, an estimated $339K.
  • Casey's General Stores made up 0.21% of YHB Investment Advisors's portfolio in Q3 2026, its #103 holding.
  • YHB Investment Advisors first reported a position in Casey's General Stores in Q4 2023 and has held it in 12 quarters since.
  • YHB Investment Advisors's Casey's General Stores position peaked at $3.95M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

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