Sequoia Financial Advisors
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Sequoia Financial Advisors’s Cavco Industries CVCO Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-491
Closed -$290K – 1966
2025
Q4 		$290K Buy
+491
New +$278K ﹤0.01% 1584

Other funds holding CVCO

BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sequoia Financial Advisors's CVCO Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Cavco Industries (CVCO) in Q1 2026, closing a stake of 491 shares — an estimated $290K sold.

Sequoia Financial Advisors first reported a position in CVCO in Q4 2025 and held it in 1 quarter. The position peaked at $290K in Q4 2025. 346 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Cavco Industries position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 491 Cavco Industries shares in Q1 2026, an estimated $290K.
  • Sequoia Financial Advisors first reported a position in Cavco Industries in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Cavco Industries position peaked at $290K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.