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Confluence Investment Management’s Cavco Industries CVCO Stock Holding History

Confluence Investment Management’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 		$4.49M Sell
7,310
-680
-9% -$361K 0.07% 124
2026
Q1 		$3.87M Sell
7,990
-2,431
-23% -$1.38M 0.06% 124
2025
Q4 		$6.16M Sell
10,421
-1,866
-15% -$1.06M 0.09% 118
2025
Q3 		$7.14M Buy
12,287
+4,729
+63% +$2.31M 0.1% 117
2025
Q2 		$3.28M Sell
7,558
-801
-10% -$375K 0.05% 142
2025
Q1 		$4.34M Sell
8,359
-1,244
-13% -$625K 0.06% 138
2024
Q4 		$4.29M Sell
9,603
-222
-2% -$102K 0.06% 142
2024
Q3 		$4.21M Sell
9,825
-409
-4% -$161K 0.06% 142
2024
Q2 		$3.54M Sell
10,234
-1,492
-13% -$543K 0.05% 150
2024
Q1 		$4.68M Sell
11,726
-1,736
-13% -$615K 0.06% 135
2023
Q4 		$4.67M Sell
13,462
-838
-6% -$239K 0.07% 140
2023
Q3 		$3.8M Buy
+14,300
New +$4.01M 0.06% 150

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

Confluence Investment Management's CVCO Position: Q2 2026 in Review

Confluence Investment Management reduced its Cavco Industries (CVCO) stake by 8.5% in Q2 2026, selling an estimated $361K and leaving 7,310 shares worth $4.49M. The position accounts for 0.07% of the portfolio, ranked #124.

Confluence Investment Management first reported a position in CVCO in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.14M in Q3 2025. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Confluence Investment Management held 7,310 shares of Cavco Industries worth $4.49M as of Q2 2026.
  • Confluence Investment Management sold 680 Cavco Industries shares in Q2 2026, an estimated $361K.
  • Cavco Industries made up 0.07% of Confluence Investment Management's portfolio in Q2 2026, its #124 holding.
  • Confluence Investment Management first reported a position in Cavco Industries in Q3 2023 and has held it in 12 quarters since.
  • Confluence Investment Management's Cavco Industries position peaked at $7.14M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.