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JFS Wealth Advisors’s Cavco Industries CVCO Stock Holding History

JFS Wealth Advisors’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
Q2 		$6.14K Buy
10
+2
+25% +$1.06K ﹤0.01% 1203
2026
Q1 		$3.88K Hold
8
– – ﹤0.01% 1281
2025
Q4 		$4.73K Buy
8
+2
+33% +$1.13K ﹤0.01% 1258
2025
Q3 		$3.48K Buy
6
+1
+20% +$489 ﹤0.01% 1257
2025
Q2 		$2.17K Sell
5
-1
-17% -$469 ﹤0.01% 1375
2025
Q1 		$3.12K Buy
6
+1
+20% +$503 ﹤0.01% 1306
2024
Q4 		$2.23K Hold
5
– – ﹤0.01% 1431
2024
Q3 		$2.14K Hold
5
– – ﹤0.01% 1458
2024
Q2 		$1.73K Hold
5
– – ﹤0.01% 1495
2024
Q1 		$2K Hold
5
– – ﹤0.01% 1437
2023
Q4 		$1.73K Buy
5
+2
+67% +$570 ﹤0.01% 1492
2023
Q3 		$797 Sell
3
-1
-25% -$280 ﹤0.01% 1648
2023
Q2 		$1.18K Sell
4
-2
-33% -$575 ﹤0.01% 1554
2023
Q1 		$1.91K Buy
6
+1
+20% +$277 ﹤0.01% 1385
2022
Q4 		$1.13K Hold
5
– – ﹤0.01% 1569
2022
Q3 		$1K Buy
5
+3
+150% +$711 ﹤0.01% 1522
2022
Q2 		$0 Sell
2
-1
-33% -$223 ﹤0.01% 1790
2022
Q1 		$1K Buy
3
+2
+200% +$552 ﹤0.01% 1611
2021
Q4 		$0 Buy
+1
New +$278 ﹤0.01% 1748

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JFS Wealth Advisors's CVCO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Cavco Industries (CVCO) stake by 25% in Q2 2026, buying an estimated $1.06K and bringing the position to 10 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

JFS Wealth Advisors first reported a position in CVCO in Q4 2021 and has held it in 19 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • JFS Wealth Advisors held 10 shares of Cavco Industries worth $6.14K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Cavco Industries shares in Q2 2026, an estimated $1.06K.
  • Cavco Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1203 holding.
  • JFS Wealth Advisors first reported a position in Cavco Industries in Q4 2021 and has held it in 19 quarters since.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.