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Stephens Inc’s Cavco Industries CVCO Stock Holding History

Stephens Inc’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 		$347K Hold
564
– – ﹤0.01% 1015
2026
Q1 		$273K Hold
564
– – ﹤0.01% 1079
2025
Q4 		$333K Hold
564
– – ﹤0.01% 998
2025
Q3 		$328K Hold
564
– – ﹤0.01% 1005
2025
Q2 		$245K Sell
564
-65
-10% -$30.5K ﹤0.01% 1096
2025
Q1 		$327K Buy
629
+23
+4% +$11.6K ﹤0.01% 956
2024
Q4 		$270K Hold
606
– – ﹤0.01% 1056
2024
Q3 		$260K Hold
606
– – ﹤0.01% 1085
2024
Q2 		$210K Hold
606
– – ﹤0.01% 1144
2024
Q1 		$242K Hold
606
– – ﹤0.01% 1089
2023
Q4 		$210K Buy
+606
New +$173K ﹤0.01% 1065

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

Stephens Inc's CVCO Position: Q2 2026 in Review

Stephens Inc held its Cavco Industries (CVCO) position steady in Q2 2026 at 564 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Stephens Inc first reported a position in CVCO in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Stephens Inc held 564 shares of Cavco Industries worth $347K as of Q2 2026.
  • Stephens Inc left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1015 holding.
  • Stephens Inc first reported a position in Cavco Industries in Q4 2023 and has held it in 11 quarters since.
  • 356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.