BOK Financial
CAVA icon

BOK Financial’s CAVA Group CAVA Stock Holding History

BOK Financial’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
Q3 		$7.09K Buy
131
+44
+51% +$2.8K ﹤0.01% 955
2026
Q2 		$6.83K Buy
+87
New +$7.3K ﹤0.01% 1021
2025
Q3 		– Sell
-7
Closed -$590 – 1098
2025
Q2 		$590 Hold
7
– – ﹤0.01% 1110
2025
Q1 		$605 Hold
7
– – ﹤0.01% 1212
2024
Q4 		$806 Buy
+7
New +$933 ﹤0.01% 1214

Other funds holding CAVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $1.18B AUM 66.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

BOK Financial's CAVA Position: Q3 2026 in Review

BOK Financial increased its CAVA Group (CAVA) stake by 51% in Q3 2026, buying an estimated $2.8K and bringing the position to 131 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

BOK Financial first reported a position in CAVA in Q4 2024 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • BOK Financial held 131 shares of CAVA Group worth $7.09K as of Q3 2026.
  • BOK Financial bought 44 CAVA Group shares in Q3 2026, an estimated $2.8K.
  • CAVA Group made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #955 holding.
  • BOK Financial first reported a position in CAVA Group in Q4 2024 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.