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Anderson Financial Strategies’s Commercial Vehicle Group CVGI Stock Holding History

Anderson Financial Strategies’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-195,401
Closed -$322K – 41
2025
Q2 		$322K Sell
195,401
-137,096
-41% -$167K 0.21% 37
2025
Q1 		$382K Buy
332,497
+29,286
+10% +$56.7K 0.23% 38
2024
Q4 		$752K Buy
+303,211
New +$810K 0.45% 32

Other funds holding CVGI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $289M AUM 60.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Anderson Financial Strategies's CVGI Position: Q3 2025 in Review

Anderson Financial Strategies sold out of Commercial Vehicle Group (CVGI) in Q3 2025, closing a stake of 195,401 shares — an estimated $322K sold.

Anderson Financial Strategies first reported a position in CVGI in Q4 2024 and held it in 3 quarters. The position peaked at $752K in Q4 2024. 69 funds tracked by Wall St. Rank hold CVGI as of Q3 2025.

  • Anderson Financial Strategies reported no remaining Commercial Vehicle Group position as of Q3 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 195,401 Commercial Vehicle Group shares in Q3 2025, an estimated $322K.
  • Anderson Financial Strategies first reported a position in Commercial Vehicle Group in Q4 2024 and held it in 3 quarters.
  • Anderson Financial Strategies's Commercial Vehicle Group position peaked at $752K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q3 2025.

Based on Anderson Financial Strategies's 13F filing for Q3 2025, filed 5 Nov 2025.