Position in CASY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,898,290
+$191,220 QoQ
Shares Held
6,163
-4.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#302
of 1,080 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Security National Bank holds $34,832,504 across 4 Specialty Retail names. CASY ranks #2 (14.1% of the industry book) .
All Filings in CASY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,898,290 | 6,163 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $4,707,070 | 6,467 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $3,527,947 | 6,383 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,316,731 | 5,867 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $2,985,589 | 5,851 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $2,462,742 | 5,674 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $2,048,508 | 5,170 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,892,826 | 5,038 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $1,887,576 | 4,947 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,585,880 | 4,980 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $96,983 | 353 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||