Stifel Financial
CVCO icon

Stifel Financial’s Cavco Industries CVCO Stock Holding History

Stifel Financial’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 		$448K Sell
800
-1
-0.1% -$567 ﹤0.01% 3054
2026
Q2 		$492K Sell
801
-95
-11% -$50.4K ﹤0.01% 2975
2026
Q1 		$434K Buy
896
+9
+1% +$5.11K ﹤0.01% 2954
2025
Q4 		$524K Sell
887
-75
-8% -$42.5K ﹤0.01% 2831
2025
Q3 		$559K Buy
962
+124
+15% +$60.6K ﹤0.01% 2743
2025
Q2 		$364K Sell
838
-109
-12% -$51.1K ﹤0.01% 2942
2025
Q1 		$492K Buy
947
+8
+0.9% +$4.02K ﹤0.01% 2694
2024
Q4 		$419K Sell
939
-3
-0.3% -$1.38K ﹤0.01% 2781
2024
Q3 		$403K Sell
942
-87
-8% -$34.3K ﹤0.01% 2801
2024
Q2 		$356K Buy
1,029
+48
+5% +$17.5K ﹤0.01% 2826
2024
Q1 		$391K Buy
981
+30
+3% +$10.6K ﹤0.01% 2744
2023
Q4 		$330K Buy
+951
New +$271K ﹤0.01% 2796
2020
Q2 		– Sell
-2,432
Closed -$342K – 2867
2020
Q1 		$342K Sell
2,432
-65,614
-96% -$12.9M ﹤0.01% 2098
2019
Q4 		$13.3M Sell
68,046
-1,611
-2% -$316K 0.03% 491
2019
Q3 		$13.4M Buy
69,657
+11,123
+19% +$1.97M 0.03% 451
2019
Q2 		$9.2M Sell
58,534
-2,167
-4% -$295K 0.02% 600
2019
Q1 		$7.14M Buy
60,701
+4,266
+8% +$583K 0.02% 659
2018
Q4 		$7.39M Buy
56,435
+11,893
+27% +$2.15M 0.02% 586
2018
Q3 		$11.3M Sell
44,542
-7,139
-14% -$1.65M 0.03% 493
2018
Q2 		$10.8M Buy
+51,681
New +$9.7M 0.03% 517

Other funds holding CVCO

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
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Stifel Financial's CVCO Position: Q3 2026 in Review

Stifel Financial reduced its Cavco Industries (CVCO) stake by 0.12% in Q3 2026, selling an estimated $567 and leaving 800 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Stifel Financial first reported a position in CVCO in Q2 2018 and has held it in 20 quarters since. The position peaked at $13.4M in Q3 2019. 264 funds tracked by Wall St. Rank hold CVCO as of Q3 2026.

  • Stifel Financial held 800 shares of Cavco Industries worth $448K as of Q3 2026.
  • Stifel Financial sold 1 Cavco Industries share in Q3 2026, an estimated $567.
  • Cavco Industries made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #3054 holding.
  • Stifel Financial first reported a position in Cavco Industries in Q2 2018 and has held it in 20 quarters since.
  • Stifel Financial's Cavco Industries position peaked at $13.4M in Q3 2019.
  • 264 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.