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Independent Financial Group’s CAVA Group CAVA Stock Holding History

Independent Financial Group’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
2025
Q3 		– Sell
-6,158
Closed -$519K – 1366
2025
Q2 		$519K Buy
+6,158
New +$525K 0.01% 767
2025
Q1 		– Sell
-3,592
Closed -$405K – 1192
2024
Q4 		$405K Buy
3,592
+422
+13% +$56.3K 0.01% 777
2024
Q3 		$393K Buy
3,170
+529
+20% +$53.8K 0.01% 757
2024
Q2 		$245K Buy
+2,641
New +$204K 0.01% 937

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Financial Group's CAVA Position: Q3 2025 in Review

Independent Financial Group sold out of CAVA Group (CAVA) in Q3 2025, closing a stake of 6,158 shares — an estimated $519K sold.

Independent Financial Group first reported a position in CAVA in Q2 2024 and held it in 4 quarters. The position peaked at $519K in Q2 2025. 499 funds tracked by Wall St. Rank hold CAVA as of Q3 2025.

  • Independent Financial Group reported no remaining CAVA Group position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 6,158 CAVA Group shares in Q3 2025, an estimated $519K.
  • Independent Financial Group first reported a position in CAVA Group in Q2 2024 and held it in 4 quarters.
  • Independent Financial Group's CAVA Group position peaked at $519K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held CAVA Group as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.