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Stonebridge Financial Group (Pennsylvania)’s CAVA Group CAVA Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-52
Closed -$4.49K – 331
2025
Q1 		$4.49K Buy
+52
New +$5.64K ﹤0.01% 719

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CAVA Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of CAVA Group (CAVA) in Q2 2025, closing a stake of 52 shares — an estimated $4.49K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CAVA in Q1 2025 and held it in 1 quarter. The position peaked at $4.49K in Q1 2025. 537 funds tracked by Wall St. Rank hold CAVA as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining CAVA Group position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 52 CAVA Group shares in Q2 2025, an estimated $4.49K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in CAVA Group in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s CAVA Group position peaked at $4.49K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held CAVA Group as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.