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AFG Fiduciary Services’s CAVA Group CAVA Stock Holding History

AFG Fiduciary Services’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– -$386K – 64
2026
Q1 		– Hold
0
– – – 62
2025
Q4 		– Hold
0
– – – 68
2025
Q3 		– Hold
0
– – – 67
2025
Q2 		– Hold
0
– – – 55
2025
Q1 		– Hold
0
– – – 47
2024
Q4 		– Hold
0
– – – 39

Other funds holding CAVA

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AFG Fiduciary Services's CAVA Position: Q2 2026 in Review

AFG Fiduciary Services sold out of CAVA Group (CAVA) in Q2 2026, closing a stake of 17,725 shares — an estimated $1.46M sold.

AFG Fiduciary Services first reported a position in CAVA in Q1 2024 and held it in 9 quarters. The position peaked at $2.33M in Q4 2024. 215 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • AFG Fiduciary Services reported no remaining CAVA Group position as of Q2 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 17,725 CAVA Group shares in Q2 2026, an estimated $1.46M.
  • AFG Fiduciary Services first reported a position in CAVA Group in Q1 2024 and held it in 9 quarters.
  • AFG Fiduciary Services's CAVA Group position peaked at $2.33M in Q4 2024.
  • 215 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.