Root Financial Partners
CAVA icon

Root Financial Partners’s CAVA Group CAVA Stock Holding History

Root Financial Partners’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
2026
Q3 		$15.3K Buy
+283
New +$18K ﹤0.01% 1699
2026
Q2 		– Sell
-13
Closed -$1.05K – 866
2026
Q1 		$1.05K Hold
13
– – ﹤0.01% 2599
2025
Q4 		$763 Sell
13
-3
-19% -$167 ﹤0.01% 2154
2025
Q3 		$967 Buy
+16
New +$1.21K ﹤0.01% 2060

Other funds holding CAVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PCM
Prime Capital Management Hong Kong $1.18B AUM 66.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Root Financial Partners's CAVA Position: Q3 2026 in Review

Root Financial Partners opened a new position in CAVA Group (CAVA) in Q3 2026: 283 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1699 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CAVA as recently as Q1 2026.

Root Financial Partners first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold CAVA as of Q3 2026.

  • Root Financial Partners held 283 shares of CAVA Group worth $15.3K as of Q3 2026.
  • CAVA Group was a new Root Financial Partners position in Q3 2026.
  • CAVA Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1699 holding.
  • Root Financial Partners first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held CAVA Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.