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J. Safra Asset Management’s Cavco Industries CVCO Stock Holding History

J. Safra Asset 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
Q1 		– Sell
-4
Closed -$2.36K – 630
2025
Q4 		$2.36K Hold
4
– – ﹤0.01% 540
2025
Q3 		$2.32K Buy
+4
New +$1.96K ﹤0.01% 383

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J. Safra Asset Management's CVCO Position: Q1 2026 in Review

J. Safra Asset Management sold out of Cavco Industries (CVCO) in Q1 2026, closing a stake of 4 shares — an estimated $2.36K sold.

J. Safra Asset Management first reported a position in CVCO in Q3 2025 and held it in 2 quarters. The position peaked at $2.36K in Q4 2025. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • J. Safra Asset Management reported no remaining Cavco Industries position as of Q1 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 4 Cavco Industries shares in Q1 2026, an estimated $2.36K.
  • J. Safra Asset Management first reported a position in Cavco Industries in Q3 2025 and held it in 2 quarters.
  • J. Safra Asset Management's Cavco Industries position peaked at $2.36K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.