GFPC
CVCO icon

Global Financial Private Client’s Cavco Industries CVCO Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-1
Closed -$520 – 539
2025
Q1 		$520 Hold
1
– – ﹤0.01% 1262
2024
Q4 		$446 Buy
+1
New +$459 ﹤0.01% 984

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Global Financial Private Client's CVCO Position: Q2 2025 in Review

Global Financial Private Client sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 1 share — an estimated $520 sold.

Global Financial Private Client first reported a position in CVCO in Q4 2024 and held it in 2 quarters. The position peaked at $520 in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Global Financial Private Client reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1 Cavco Industries share in Q2 2025, an estimated $520.
  • Global Financial Private Client first reported a position in Cavco Industries in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Cavco Industries position peaked at $520 in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.