Jones Financial Companies
CVCO icon

Jones Financial Companies’s Cavco Industries CVCO Stock Holding History

Jones Financial Companies’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 		$2.47M Buy
5,302
+4,751
+862% +$2.7M ﹤0.01% 1344
2025
Q4 		$325K Buy
551
+217
+65% +$123K ﹤0.01% 1693
2025
Q3 		$191K Buy
334
+159
+91% +$77.8K ﹤0.01% 1803
2025
Q2 		$75.4K Buy
175
+90
+106% +$42.2K ﹤0.01% 2054
2025
Q1 		$43.7K Buy
85
+49
+136% +$24.6K ﹤0.01% 2120
2024
Q4 		$16.1K Hold
36
– – ﹤0.01% 2339
2024
Q3 		$15.5K Buy
+36
New +$14.2K ﹤0.01% 2048
2022
Q3 		– Sell
-5
Closed -$1K – 573
2022
Q2 		$1K Buy
+5
New +$1.11K ﹤0.01% 628

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

Jones Financial Companies's CVCO Position: Q1 2026 in Review

Jones Financial Companies increased its Cavco Industries (CVCO) stake by 862% in Q1 2026, buying an estimated $2.7M and bringing the position to 5,302 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Jones Financial Companies first reported a position in CVCO in Q2 2022 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Jones Financial Companies held 5,302 shares of Cavco Industries worth $2.47M as of Q1 2026.
  • Jones Financial Companies bought 4,751 Cavco Industries shares in Q1 2026, an estimated $2.7M.
  • Cavco Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1344 holding.
  • Jones Financial Companies first reported a position in Cavco Industries in Q2 2022 and has held it in 8 quarters since.
  • 343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.