Root Financial Partners
CVCO icon

Root Financial Partners’s Cavco Industries CVCO Stock Holding History

Root Financial Partners’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
Q3 		$28K Buy
+50
New +$28.4K ﹤0.01% 1374
2026
Q2 		– Sell
-31
Closed -$15K – 1051
2026
Q1 		$15K Sell
31
-5
-14% -$2.84K ﹤0.01% 1481
2025
Q4 		$21.3K Buy
36
+6
+20% +$3.4K ﹤0.01% 1153
2025
Q3 		$17.4K Buy
+30
New +$14.7K ﹤0.01% 1187

Other funds holding CVCO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

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

Root Financial Partners opened a new position in Cavco Industries (CVCO) in Q3 2026: 50 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CVCO as recently as Q1 2026.

Root Financial Partners first reported a position in CVCO in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

  • Root Financial Partners held 50 shares of Cavco Industries worth $28K as of Q3 2026.
  • Cavco Industries was a new Root Financial Partners position in Q3 2026.
  • Cavco Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1374 holding.
  • Root Financial Partners first reported a position in Cavco Industries in Q3 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

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