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Allworth Financial’s Cavco Industries CVCO Stock Holding History

Allworth Financial’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.2K Buy
72
+44
+157% +$23.4K ﹤0.01% 2602
2026
Q1 		$13.6K Buy
28
+24
+600% +$13.6K ﹤0.01% 3282
2025
Q4 		$2.36K Buy
4
+3
+300% +$1.7K ﹤0.01% 4055
2025
Q3 		$581 Buy
+1
New +$489 ﹤0.01% 4397
2025
Q2 		– Sell
-4
Closed -$1.96K – 4602
2025
Q1 		$1.96K Buy
+4
New +$2.01K ﹤0.01% 3227
2023
Q3 		– Sell
-11
Closed -$3.25K – 3458
2023
Q2 		$3.25K Hold
11
– – ﹤0.01% 2289
2023
Q1 		$3.5K Buy
+11
New +$3.04K ﹤0.01% 2183

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial's CVCO Position: Q2 2026 in Review

Allworth Financial increased its Cavco Industries (CVCO) stake by 157% in Q2 2026, buying an estimated $23.4K and bringing the position to 72 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Allworth Financial first reported a position in CVCO in Q1 2023 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Allworth Financial held 72 shares of Cavco Industries worth $44.2K as of Q2 2026.
  • Allworth Financial bought 44 Cavco Industries shares in Q2 2026, an estimated $23.4K.
  • Cavco Industries made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2602 holding.
  • Allworth Financial first reported a position in Cavco Industries in Q1 2023 and has held it in 7 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.