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BFC Planning, Inc.’s Cavco Industries CVCO Stock Holding History

BFC Planning, Inc.’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
Q3 		$1.68K Sell
3
-3
-50% -$1.7K ﹤0.01% 3048
2026
Q2 		$3.69K Buy
6
+1
+20% +$531 ﹤0.01% 2793
2026
Q1 		$2.42K Sell
5
-350
-99% -$199K ﹤0.01% 2548
2025
Q4 		$210K Buy
355
+353
+17,650% +$200K 0.01% 856
2025
Q3 		$1.16K Buy
+2
New +$978 ﹤0.01% 2597

Other funds holding CVCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

BFC Planning, Inc.'s CVCO Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Cavco Industries (CVCO) stake by 50% in Q3 2026, selling an estimated $1.7K and leaving 3 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

BFC Planning, Inc. first reported a position in CVCO in Q3 2025 and has held it in 5 quarters since. The position peaked at $210K in Q4 2025. 290 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

  • BFC Planning, Inc. held 3 shares of Cavco Industries worth $1.68K as of Q3 2026.
  • BFC Planning, Inc. sold 3 Cavco Industries shares in Q3 2026, an estimated $1.7K.
  • Cavco Industries made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3048 holding.
  • BFC Planning, Inc. first reported a position in Cavco Industries in Q3 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Cavco Industries position peaked at $210K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.