SS
CVGW

Sunbelt Securities’s Calavo Growers CVGW Stock Holding History

Sunbelt Securities’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103 Buy
4
+2
+100% +$50 ﹤0.01% 2647
2025
Q4 		$44 Sell
2
-11
-85% -$244 ﹤0.01% 2655
2025
Q3 		$335 Buy
+13
New +$351 ﹤0.01% 2328

Other funds holding CVGW

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Sunbelt Securities's CVGW Position: Q1 2026 in Review

Sunbelt Securities increased its Calavo Growers (CVGW) stake by 100% in Q1 2026, buying an estimated $50 and bringing the position to 4 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Sunbelt Securities first reported a position in CVGW in Q3 2025 and has held it in 3 quarters since. The position peaked at $335 in Q3 2025. 155 funds tracked by Wall St. Rank hold CVGW as of Q1 2026.

  • Sunbelt Securities held 4 shares of Calavo Growers worth $103 as of Q1 2026.
  • Sunbelt Securities bought 2 Calavo Growers shares in Q1 2026, an estimated $50.
  • Calavo Growers made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2647 holding.
  • Sunbelt Securities first reported a position in Calavo Growers in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Calavo Growers position peaked at $335 in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.