FFA
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Farther Finance Advisors’s CAVA Group CAVA Stock Holding History

Farther Finance Advisors’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 		$286K Buy
5,285
+1,358
+35% +$86.4K ﹤0.01% 2024
2026
Q2 		$309K Buy
3,927
+32
+0.8% +$2.68K ﹤0.01% 1927
2026
Q1 		$312K Sell
3,895
-142
-4% -$10.4K ﹤0.01% 1707
2025
Q4 		$237K Buy
4,037
+363
+10% +$20.2K ﹤0.01% 1811
2025
Q3 		$222K Buy
3,674
+533
+17% +$40.4K ﹤0.01% 1550
2025
Q2 		$265K Buy
3,141
+970
+45% +$82.7K 0.01% 1248
2025
Q1 		$189K Buy
2,171
+90
+4% +$9.76K ﹤0.01% 1250
2024
Q4 		$235K Buy
2,081
+165
+9% +$22K 0.01% 914
2024
Q3 		$237K Buy
1,916
+113
+6% +$11.5K 0.01% 931
2024
Q2 		$172K Sell
1,803
-203
-10% -$15.7K 0.01% 908
2024
Q1 		$137K Buy
2,006
+480
+31% +$25.7K 0.01% 835
2023
Q4 		$65.6K Buy
+1,526
New +$53.2K ﹤0.01% 939

Other funds holding CAVA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's CAVA Position: Q3 2026 in Review

Farther Finance Advisors increased its CAVA Group (CAVA) stake by 35% in Q3 2026, buying an estimated $86.4K and bringing the position to 5,285 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Farther Finance Advisors first reported a position in CAVA in Q4 2023 and has held it in 12 quarters since. The position peaked at $312K in Q1 2026. 15 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Farther Finance Advisors held 5,285 shares of CAVA Group worth $286K as of Q3 2026.
  • Farther Finance Advisors bought 1,358 CAVA Group shares in Q3 2026, an estimated $86.4K.
  • CAVA Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2024 holding.
  • Farther Finance Advisors first reported a position in CAVA Group in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's CAVA Group position peaked at $312K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.